A will is like a roadmap for all of your assets after you die. It applies to everything you own, from big stuff like your house or investment portfolio to small stuff like your clothes...
Try as we may to avoid it, regret is a part of life that is impossible to circumvent entirely. But, by planning ahead and being familiar with some of the more common financial regrets, you...
Good morning, HTM Family! [Hey Chat GPT: “Pretend you are the late Charlie Munger and write a short poem about what true wealth is in life and how to achieve it”]… ✨ In wealth’s pursuit,...
Daffy blows away the competition in the donor advised fund space on basically every metric. Here's our full Daffy review.
Most people don’t plan on falling into debt. But somehow, 3 in 5 Americans carry a revolving credit card balance that averages $5,875. Even worse, 23% of folks report that they’re slipping deeper into the...
Good morning, lovely souls! If you don’t create a routine, you will be assigned one. If you don’t create a purpose, you will be assigned one. If you don’t create a career, you will be...
Combining finances with your partner can produce bountiful benefits to both your relationship and your overall financial trajectory. Merging money forces you to communicate more, helps with financial goal setting, and enables you to hit...
Let’s face it, keeping your financial information secure these days can feel like playing whack-a-mole with scams and identity thieves. Every time you feel safe with fresh passwords or new protective measures, thieves invent sneaky...
If you’re living paycheck to paycheck currently, or struggling to build wealth, there’s a high likelihood you can completely change your financial trajectory by simply paying yourself first. To pay yourself first means to prioritize...
The sun’s finally peeking through the clouds, and the birds are back in full song. You know what that means? It’s spring cleaning time! But while dust bunnies in your house might be easy to...