Author: Ashley

Here’s Why Women Need to Take Control of Their Finances

Here’s Why Women Need to Take Control of Their Finances

Finances can be overwhelming, especially when you feel lost or uneducated on the “right” decisions to make. Over the last few years, we have found that women are contributing more and more to their family’s finances and are making strides towards further financial independence.  Despite women playing a larger role in their family finances, they…

Spring Financial Planning and Clean-Up: March Madness Edition

Spring Financial Planning and Clean-Up: March Madness Edition

As the air warms up and spring is arriving, it’s the perfect time to shake off the winter weather and give your finances a thorough cleaning. From revisiting your financial goals to tidying up your budget, here’s a consolidated guide to March financial planning and spring financial clean-up. Spring is an excellent time to reassess…

Navigating Life’s Milestones With Financial Planning

Navigating Life’s Milestones With Financial Planning

Life is a journey marked by various milestones, each accompanied by its own unique set of challenges and opportunities. As humans, we all have goals and milestones that look different, but may involve similar finanicial strategies to achieve them. Whether you’re saving for a down payment on your first home, planning for your children’s education,…

How Much Cash To Have in Savings: An Art & Science

How Much Cash To Have in Savings: An Art & Science

In today’s ever-changing financial landscape, determining how much savings you should have is not a one-size-fits-all answer. It’s both an art and a science, and is highly specific to your personal financial situation and influenced by various factors in your life, such as job security, interest rates, financial goals, economic conditions, and more. We want…

February: Financial Fitness Month – Your Checklist for a Healthier Financial Household

February: Financial Fitness Month – Your Checklist for a Healthier Financial Household

As February rolls in, it brings with it not just the season of love but also an opportunity to focus on another crucial aspect of our lives: our financial well-being. February is recognized as Financial Fitness Month, a time that can be allotted to assessing, improving, and fortifying our financial health. Just as we prioritize…

The IRS Increased Retirement Contribution Limits for 2024

The IRS Increased Retirement Contribution Limits for 2024

The IRS announced the new 2024 retirement contribution limits for 401(k) plans, IRAs and other accounts last year, which include increases. This is a great opportunity for retirement savers to increase their savings rate this year. So, let’s take a look. The employee contribution limit for 401(k)s will be increasing this year by $500, to…

When Should You Give Inheritance Money to Your Kids?

When Should You Give Inheritance Money to Your Kids?

When it comes to gifting and giving money, especially to family members, people are oftentimes confused on when is the right time to pass over their inheritance. Should an inheritance be strictly given after one’s death? Should it be used while one is still alive?  Let’s take a look at some of these questions. Of…