Let’s keep on going! On to the next big topics to look back on from this year: May: Financial planning is about more than just your net worth. Really, it’s true! The big misconception out there about financial planning is that it’s only for folks who have lots of money. That’s just not the case. Read More
Posts By: Matt McKay
#Trending (Part 1): The top financial topics of 2017
As 2017 comes to a close, we’re taking a bit of time to look back at the top financial topics throughout the year. It’s been a busy one for sure! So grab a cup of coffee, get comfy, and have a little financial learning fun before the New Year is upon us. Here’s what’s been Read More
Newlywed goals: Five steps for getting financially organized with your new spouse
It’s a story we hear quite often from newlyweds. One person is ready get their financial lives in order after the wedding, and the other just isn’t all that interested. It’s an awkward position to be in for sure, particularly when you’re working to combine everything else in your new married life. So how do Read More
Entrepreneur vs. employee: Three big differences in your personal finances
There are two groups of people in the professional world. You have the entrepreneurs, who create, organize, operate and grow businesses; and the employees, who keep those businesses chugging along doing whatever it is they do best. Now there are a whole host of differences between these key players in the American workforce. Today we’re Read More
Beating the market: Why it doesn’t work
What kind of investor are you? Do you open your monthly account statements, take a quick glance at the first page to see if you made any money, and move on with your day? Or do you stress over your portfolio’s performance, wondering if things would be different if you’d paid more attention, called your Read More
Cohabiting: Five ways to align your finances in your relationship
Living together, and unmarried? Join the crowd! More and more couples are holding off on those wedding vows, or scrapping the whole idea of marriage all together. In fact, recent research shows that only 26% of adults between the ages of 18 and 32 are married. What are they doing instead? Many are still in Read More
Working parent vs. stay-at-home parent: The financial side
Becoming a new parent is one of the most life-altering moments there is. You go from having to worry about yourself, and keeping all those things you’ve got going on straight, to a whole new level of responsibility and decision-making. It’s the ultimate test in #adulting, for sure. One of the biggest decisions people are Read More
Money Mishaps (Part 4): Racked up the debt because you could
Here we go with the fourth and final millennial money blunder of our series: racking up debt. Now you might be saying, “Oh that’s not me, I always pay my credit card on time!” Kudos to you if you’re debt-free, but we’ve all had some credit card bills drag us down from time to time. Read More
Money Mishaps (Part 3): Underestimated the cost of having a baby
Baby shower season is upon us! Which brings us to our next millennial money blunder: kids and how much money it takes to raise them, especially at the beginning. Everyone knows that having a baby is expensive. But how expensive might surprise you. If you don’t plan for the expected, and plan even more for Read More
Money Mishaps (Part 2): Didn’t save for retirement right after college
It’s time for the next millennial money blunder in our series. Everyone knows saving for retirement is important, right? You hear it all the time, from your parents, in the news, from us. Why then is it so darn hard to get started? Well, life happens to you, bills start piling up, and slowly but Read More