A Google search for how much it costs to give birth had me feeling...
Family Finances
2023 Personal & Financial Goals Review
Thanks 2023. That’s a wrap! Here's my personal & financial goals...
What’s the Worst Month to Have a Baby? (Financially)
Financially, January is the worst month to have a baby thanks to the...
Lowkey Financial Mistakes Parents Make
I’m a fee-only financial planner who works with parents of young...
Dependent Care FSA vs. Tax Credit | How to Use Both
Comparing the Dependent Care FSA vs. Tax Credit & Exploring How...
Paying for Chores: Should You Pay Your Kids an Allowance?
Paying for Chores: Should You Pay Your Kids an Allowance? I’ve...
It’s Too Early to Open a Bank Account for Your Kids
It's too early to open a bank account for your kids, but not for the...
Financial Literacy: Why We Didn’t Learn It From Parents & Educators
Financial literacy is a 21st century core survival skill. Here's why...
Estate Planning for Young Families: The Cost, Benefits, & Process
Here's what basic estate planning for young families entails &...
Family of 3 Budget Update
Here's an update on our family of 3 budget. We'll touch on some HSA...
To Millennial Moms Investing for Children: Put Yourself First
What does it take for millennial moms to succeed when investing for...
I’m a CFP & a Mom | Here’s My Life Insurance Coverage
What life insurance coverage do parents need? I'm a mother and...
The Spousal IRA: A Financial Equalizer for Women
Spousal IRAs can balance ownership of investable assets between...
How I Reached Coast FI Before Motherhood
I'm a mom who has reached Coast FI. This is how I did it. I'm a...
Family Budget Update: Flirting with Financial Minimalism
This article outlines some unconventional ways that we’ve adjusted...
8 Key Financial Steps for Baby’s 1st Year
Here are 8 key financial steps to take during your baby's first year...
The Ultimate Financial Checklist for Pregnancy
I'm a Certified Financial Planner and a mom. Here's the ultimate...
Downsizing a Budget to Transition to a Single-Income Family
This blog post will provide you with: Spending benchmarks for a...
Invest for Retirement or My Kid’s College Tuition? How to Do Both.
Millennial parents are faced with quite the conundrum. Do we save...
My Family’s Actual Asset Allocation | How We’re Invested & Why
As a CFA, CFP, and mother, here's how I invest money for my family...
My Labor and Delivery Bill Breakdown: How Much Pregnancy Costs
This article is a full labor and delivery bill breakdown. The total...
Is My Family Ready to Invest?
After reaching these 3 milestones, your family is ready to invest....
The Millennial Financial Decision Gap
Married millennial women are the least likely generation to engage...