What if your taxes could be done at the push of a button?

I ended up taking an accidental 3-week hiatus on sending out newsletters this week because I was busy getting married, and oh my gosh, is that time consuming no matter how “low key” you think you made it! We just had our big Pie Day Wedding Celebration in NYC on 3/13 and suddenly, my corporate Read more about What if your taxes could be done at the push of a button?[…]

How to talk to your honey about money

Maybe it’s the last thing you want to talk about, maybe it’s the first thing on your mind when you meet someone, and chances are one of you feels one way and one of you feels the other. Talking about money is never easy. We were never taught how to talk about it without feeling Read more about How to talk to your honey about money[…]

The F*ck Off Fund and how to be your own financial advocate

A friend and I went shoe shopping in Herald Square this week. I thought I was good at haggling, but watching her work the sales associates made me feel like I’ve overpaid for everything my entire life because I just didn’t take it there. “Are there any deals or discounts we should know about?” she would Read more about The F*ck Off Fund and how to be your own financial advocate[…]

MC Hammer has a few words to say about your estate plan

Estate planning is one of those things that is just never going to be fun to think about. First of all, it sounds like it’s something only really rich people do, and then, when you realize you need one too, it’s all about the worst case scenario. What happens to my finances if something happens Read more about MC Hammer has a few words to say about your estate plan[…]

There’s no way to make insurance exciting, but it’s important to read this anyway

People usually crinkle their noses when you mention the word insurance. And for good reason. From the products themselves to the way they’re sold to us, to the purpose behind them, insurance can totally feel like a scam. Why pay for something and hope you never have to use it? Here’s the bottom line with insurance Read more about There’s no way to make insurance exciting, but it’s important to read this anyway[…]

How to save money, in spite of yourself

I never do this, but I actually re-listened to our Saving & Investing episode on Bondfire Radio this week (Week 3 of the 5-Week Financial Plan!) and took notes! I had designs for the show to go in one direction, and it went in a completely, unexpected, magical direction instead. You see, the concept of Read more about How to save money, in spite of yourself[…]

What are your spending triggers? + Let’s talk about debt, baby

In week 2 of our 5-Week Financial Plan series on Bondfire Radio, we talked about spending and debt. Before we tackled the debt, we tackled the spending, as in, why do we spend money in the first place? We found a great list of spending triggers from this Money Crashers article and started there. Some Read more about What are your spending triggers? + Let’s talk about debt, baby[…]

Does this question feel too dumb to ask?

So… what is a financial plan anyway? This might be one of those questions where you feel like you should know the answer, but you also feel a little silly for not actually knowing the answer, so you never ask. I know I was afraid to ask when first started in the industry. It seems Read more about Does this question feel too dumb to ask?[…]