Financial Intimacy, Busting Out Your Sharpie, & Geeky I-Bond MathÂ đŸ€“

Capitalize 401k rollover example
Good morning, happy people! It’s Tuesday today, a great day to… T ally your expenses 🧼U pdate your savings goals 📝E at homemade meals 🍳S pend less than you earn 💾D eclutter your house 🏠A utomate your investments 📉Y ell at anyone...

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Savings > Investing, A Killer New Credit Card Tool, & Falling Home Prices 📉

Good morning, and happy Tuesday! Guess what?!… Today’s newsletter is #26, which means we’ve just crossed the half-year milestone of sending these weekly emails! đŸ„ł They say “when you’re doing something you love, you never work a...

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Pros and Cons of Consolidating Student Loans

We recently dove into the topic of refinancing your student loan. That can be a great way to reduce your monthly payments, lower your interest rate, or change your loan terms IF it makes sense...

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Financial Storm Prep, Accounts For Kiddos & Super Saving Sophia đŸ™‹â€â™€ïž

Investment accounts for kids
pa·tience (noun) The capacity to accept or tolerate delay, trouble, or suffering without getting angry or upset. “As Jenny’s investment portfolio continued to decline, she practiced patience, drinking delicious craft beers and staying calm because she knows the market will...

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Gift Card Hoarders, Ultimate Retirement Accounts, & Millennials Selling Out đŸ€Šâ€â™€ïž

Retirement account taxes
Good morning and happy Tuesday!! ☕ Here’s a common question we get…  “What if I invest my money and the market crashes?” And here’s our usual response —> What if you invest and the market doesn’t crash? What if it...

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Cheap Cell Plans, Loan Forgiveness & Quiet Quitting đŸ€«

Happy Tuesday, friends! To kick things off today we’re sharing a cool lil napkin chart, illustrating one of the best kept secrets in personal finance 👇👇👇 We talk a lot about paying yourself first, saving for your future, your needs, etc… But just something to...

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