financial wellness

Is now a good time to invest?

Is now a good time to invest?

This is a question we get fairly frequently and our answer is always yes (assuming you have an emergency fund set aside, your debt is paid off, etc.), so hear us out on this one.

How does compound interest work?

How does compound interest work?

Wondering why we are so adamant about getting you into investing asap? It’s because of the power of investing early and compound interest. Here’s a hypothetical example of two people who started investing at different times in life and where their accounts ended up.

6 common financial accounts you should have and what to look for

6 common financial accounts you should have and what to look for

Check in on all of your accounts. This might seem obvious, but many of us are not in the habit of looking. It is important to know how much you have, in what type of account, and what that money is doing. Here are 6 types of accounts you should have and what to look for.

What Are Your Life Goals?

What Are Your Life Goals?

In our intro to achieving financial wellness, we suggest getting started with three things to reflect upon.

  1. How do you feel about your current financial situation?

  2. What are your life goals?

  3. How does money fit into these goals?

Five tips to make your tax season more enjoyable

Five tips to make your tax season more enjoyable

Mon, May 17th, may feel far away now, but getting started early will only help you to be extra prepared and feel extra confident about your taxes. That can make doing your taxes that much more enjoyable! (Taxes and enjoyable in the same sentence, whaaat?!?!) Here are four tax tips to help you get started.

What to do with your money right now

What to do with your money right now

Want to make Fall Financial Cleaning a thing? We are all for it! Fall always feels like it’s a good time to reboot and restart. One of the best things you can do for yourself is get yourself setup financially to best support and achieve your life goals. Future you will surely thank you. Here are a few recommendations to help you get started.

Podcasts we love

Podcasts we love

At first when I sat down to make this list, there must have been 20 podcasts on it. I painstakingly whittled the list down to 10. If you’re wondering what the other 10 were, I’d be more than happy to share them with you. Time to get to listening and learning! Here’s a list of our absolute faves.

Coronavirus and sustainability

Coronavirus and sustainability

COVID has been tough on the markets these past few weeks, but the silver lining is that ESG (environmental, social, and governance) funds “have been outperforming convention funds this month.

Reading recommendations while social distancing

Reading recommendations while social distancing

With all of us being hermits these days, we thought it would be the perfect time to share some of our favorite books. Here are our favorites when it comes to personal finance and investing. Here’s to emerging from social distancing as a financially savvier you!

4 money moves to make right meow

4 money moves to make right meow

Remember last week when we said we weren't worried about the market? Well that part is still true, but all the negative news surrounding coronavirus is starting to get to us. We want to channel this anxiety into something more productive. More on mental wellbeing at the bottom, but first things first, what to do right now to be proactive with your money.

What to do with that 50k sitting in your bank account

What to do with that 50k sitting in your bank account

Give yourself a high-five! With a high bank account balance, you’ve already established an emergency fund. This also means that you are a champ at budgeting, saving, and living within your means. So what do you do with the money that’s in excess of your emergency fund? The simple answer, help your future self!

Your 2020 Money Goal

Your 2020 Money Goal

It’s 2020! A new decade. A more efficient, productive, financially savvy, fit, healthy, self-care practicing you is here! Or maybe that’s a bit too ambitious. In the meantime, here’s a little something to help you get started on being financially savvy.

We Did a Podcast! With TypA Co.

We Did a Podcast! With TypA Co.

We discuss what exactly constitutes impact investing, how their approach is different from other investment groups, and why it’s one of the best ways to use money as a means for change. We also discuss why people, especially women, should invest and why it’s essential to be your own advocate in life. This conversation sheds light on the fact that when utilized correctly, financial literacy and conscious investments are stepping stones to a better future.