Today’s question comes from Jordyn in Florida… “Hello Matt and Joel, my name is Jordyn. I currently attend college in beautiful Tallahassee, Florida. But I’m a senior, which means I’ll be graduating and starting my…
Today’s question comes from Linda from California… “Last year I put $75,000 into a CD for 11 months. The maturity date is coming up and I don’t know what to do. I usually let it…
Diversification can help you in more ways than one when it comes to your finances. As investors, spreading our money across several buckets can protect us from huge market swings, and lower our risk. Similarly,…
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…
Good morning! And welcome to the final newsletter of 2023… It’s been a killer year at HTM: From the bottom of our hearts — THANK YOU — for listening, reading, sharing, and continuing to inspire…
Homeownership is one of the biggest financial goals in life. Here’s a step by step guide on how to save for a downpayment on a house.
With hard work, determination, and a little patience, you can break the cycle of living paycheck to paycheck. Just follow these steps!
If you’re bummed about the decision on student loan forgiveness, we understand! Here are some steps to plan for payments resuming in October.
Happy Tuesday, beautiful people!! You’ve probably heard the saying “don’t keep up with the Joneses”… But have you ever heard of the opposite?… “don’t keep down with the Joneses”. This is a great rule too… Keeping up means others…
Happy Tuesday, happy people!! Repeat after me… I am good at what I do. I may screw up some times… but for the most part, I am good at what I do. My clients enjoy…












