Your Map to Smarter Money Moves.
Practical tips, money hacks, and financial wellness guidance.
MONEY HACKS 144: Back to School, Back on Track: Your Fall Money Reset
New backpack, new schedule, new routine. It's a good reminder that money needs the same kind of...
MONEY HACKS 143: What Happens When You Convert to a Roth IRA?
Every year around this time, we get the same question in coaching sessions. Someone has heard about Roth conversions, likes the idea of tax-free growth, and wants to know if they should move money from their traditional IRA or 401(k) into a Roth account. The short...
MONEY HACKS 142: The World Cup Lesson Your Investment Mix Needs to Learn
I've been a World Cup fan since I was a kid. And there's something about watching the way different teams compete that reminds me of what we talk about all the time in coaching sessions: the importance of a well-built portfolio. Think about it. A great team isn't...
MONEY HACKS 141: 529 Accounts May Be More Flexible Than Most People Think
May 29th, or 529 Day, rolls around every year. And every year, a lot of people ask the same question: should I start one for my child or loved one? The honest answer is that it depends. But for most families with children, grandchildren, or other loved ones they want...
MONEY HACKS 140: This Musician Lost $400,000 in a Crypto Scam
A Grammy-nominated musician recently lost over $400,000 in a cybersecurity scam. G. Love downloaded what he thought was a legitimate app from the App Store after his laptop crashed. The reviews looked good. He entered his credentials, and within moments, his...
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MONEY HACKS 144: Back to School, Back on Track: Your Fall Money Reset
New backpack, new schedule, new routine. It's a good reminder that money needs the same kind of structure. Summer has a way of loosening up a cash flow plan. A few extra vacation days, some more shopping, a little more takeout than usual. None of it feels like a big...
MONEY HACKS 143: What Happens When You Convert to a Roth IRA?
Every year around this time, we get the same question in coaching sessions. Someone has heard about Roth conversions, likes the idea of tax-free growth, and wants to know if they should move money from their traditional IRA or 401(k) into a Roth account. The short...
MONEY HACKS 142: The World Cup Lesson Your Investment Mix Needs to Learn
I've been a World Cup fan since I was a kid. And there's something about watching the way different teams compete that reminds me of what we talk about all the time in coaching sessions: the importance of a well-built portfolio. Think about it. A great team isn't...
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