When spring is in the air, it’s natural to want to do a bit of cleaning or sprucing up in your life. Besides cleaning, sorting, and getting rid of unwanted items, it’s also essential to do a financial spring cleaning.After all, the more organized you are in your finances, the more likely you are to […]
How to “Spring Clean” Your Finances Read More »
Let’s dive into an emergency fund, why it’s helpful, how you can set it up, and who should have one.
The “Why” Behind Emergency Funds Read More »
NQDC plans are very specific and intended to help highly compensated employees defer their income and their tax bill.
The Pros and Cons of Contributing To A NQDC Read More »
Americans donate seven times more than their European counterparts. Charitable contributions actually increased in 2020—during a global pandemic—to $417 billion, with donations coming from every demographic and income level. It’s safe to say that charitable giving is part of our cultural and personal ethos. Since giving to charity is so integral to our budgets, it’s
How A QCD Can Help Retirees Give More Intentionally Read More »
When determining how much money you’ll need per month for retirement, many advisors will tell you to plan on fewer expenses in some areas (transportation, clothing, and entertainment) and expect to spend more on other services, especially healthcare. The Fidelity Retiree Health Care Cost Estimate states a 65-year-old retired couple in 2022 may need a
How HSAs Can Bridge the Medicare Coverage Gap And Help You Spend Less In Retirement Read More »
You’ve seen the headlines: the Federal Reserve hiked interest rates to historic levels. They raised the target federal fund rate by .75%, which marked the most significant increase in 28 years. While this news might sound bad, don’t panic! Here’s what this interest rate means for you, your wallet, and the economy. Why Did The
The Fed Hiked Interest Rates: What This Change Means For You (and Your Wallet) Read More »
Creating a healthy spending plan is critical in your wealth-building journey. Think about your spending plan like a GPS on a long road trip—it helps you chart the most efficient route to your final destination, detours and all. When you better understand your cash flow, you can make more intentional financial decisions. Does
Why Values-Aligned Spending Will Take Your Spending Plan To The Next Level Read More »
2400 Market St Suite 200, Philadelphia, PA 19103 | (267) 367-6077
