This year I am planning on…

Getting Married

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Real Talk: Money and Marriage

Estate Planning
Wills

Clauses... of the Non-Santa Kind

Without the dense legal-speak, we'll cover some common clauses you can write into your will.

Did you know?

According to a 2014 TD Bank survey, 42% of couples with joint bank accounts also maintained individual accounts, citing independence as the biggest reason.

Retirement
Social Security

Social Security: So How Do I Actually Tap That?

Budgeting
Savings

Budget 911: Building Your Emergency Fund

Insurance
Life Insurance

Crunching Life Insurance Numbers: How Much Do I Need?

Taxes
Estate Taxes

99 Problems But Estate Tax Ain't One

Debt
Podcast

Destination Debt Freedom: Debt Strategies with Jackie Beck

Budgeting
Spending

Long, Short, Fixed, Variable- Mapping Out Your Budget

Knowing your fixed and variable expenses are the root of your short-term and long-term financial goals. 

Buying a Home

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What's a Mortgage? The Simple Facts

Budgeting
Real Estate Agents

Buyer's Versus Seller's Agent: Who's Got Your Interests in Mind?

You know you need a realtor, but how do you choose the best one for your situation? 
Debt
Mortgages

4 Monthly Bills You'll Pay in Addition to Your Mortgage

Budgeting
Podcast

Building Bread: Personal Finance Basics with Kevin Matthews

Budgeting
Home Considerations

Are You Actually Ready To Buy a Home?

Budgeting
Real Estate Agents

Game of Homes: Understanding a Buyer's Market Versus a Seller's Market

When you play the Game of Homes, you either win or you pay. 
Budgeting
Podcast

Building Bread: Budgets and Debt Basics with Kevin Matthews

Budgeting
Savings

How $5 a Day Can Actually Boost Your Savings

Having a Baby

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Budgeting
Registries

Baby Swag: Your Baby's Registry

Taxes
Tax Credits

5 Ways Your Baby Can Actually Save You Money

Insurance
Life Insurance

Crunching Life Insurance Numbers: How Much Do I Really Need?

That's the million-dollar question. Don't lowball this number.
Estate Planning
Wills

Making Your Basic Will

You can fake a Louis Vuitton bag, but you cannot fake a will. Wills are far from basic.
Estate Planning
Wills

Clauses... Of the Non-Santa Kind. Sorry Kids.

Budgeting
Intros

Welcome to The World... Of No Sleep

Budgeting
Lists

12 Ways You're Draining Your Wallet Dry (And You Don't Even Know It)

Estate Planning
Wills

Superpower of Attorney

Estate planning goes beyond your basic will. Since we’re not invincible, you better have this super team of legal documents.