How to set financial goals to build the future you want
Everybody likes to daydream. Some about retirement, an unforgettable vacation, or their perfect home. Whatever your dream is, you can do it! You just need…
The adviser for millennial investors? Themselves
When I logged onto LinkedIn earlier this week, I stumbled across a Wall Street Journal piece that profiled how younger generations of investors have been…
The rise of financial influencers: what you need to know about finance’s fastest growing trend
The last time I wrote a post, we were in the middle of what financial historians might call the “Meme Coin Rush of 2021.” As…
12 smart personal finance books to add to your reading list
It’s easy to find finance courses in college and grad school—personal finance, not so much. So how do the rest of us non-MBAs, non-advisors, non-financial…
5 options for your third stimulus check when you invest, spend, or save
Congress finally passed the American Rescue Plan Act of 2021, a $1.9 trillion stimulus bill that includes a third round of stimulus checks for as…
7 steps to include in your year-end financial planning
2020 is almost over, we promise. But between year-end deadlines and contribution limits, there’s still time left to make sure you’re not leaving money on…
How smart investors stay focused on their financial intentions
How do we stay focused? Stop investing emotionally? Tune out media static? We set intentions. While a good starting place, it’s not enough. We need…
You’re doing it wrong: how to reduce friction in your financial journey
In an earlier post this month, we discussed the value of Tiny Habits, a system for change and growth developed by Stanford University researcher Dr….
You don’t need motivation to achieve your financial goals
We get it, you’re scratching your head just reading that title. But hear us out: 92% of people fail to achieve their goals, according to…
