Today we’ll be breaking down the basics of how stocks work! When you buy stocks, you’re buying a tiny portion of a company. The number of shares doesn’t really matter.  As an example, when you buy one $200 share of Apple you now own $200 of Apple. If you were to buy forty $5 shares […]

What even is a 401k rollover? This just means moving money from your employer retirement account once you no longer work for them. You have a few options when doing this! You can take that money and cash it out. BEWARE: you will have to pay a penalty as well as taxes on the money […]

Everyone has a different lifestyle and different needs, so it’s obvious that no one method will work for everyone when it comes to planning for retirement. Today, we’re going to discuss why it’s important. This is pretty simple for me: I want to tuck money aside for the long term so that eventually I will […]

Today I’ll break down 5 common investment terms you need to know in order to know what options you have when investing your money.  A stock is a portion of a company. Think of it like a pie! If the pie is cut into slices, stocks are the slices. If the company grows, your slice […]

When it comes to retirement, things can get stressful! Let’s walk through your retirement options and break them down to see what fits for you! The three most common types of retirement accounts include a 401k or 403b, a traditional IRA, and a ROTH IRA.  The first step is to check with your employer and […]

Everyone knows that you need to have a budget to keep track of your finances, but do you know why it’s so important? Let’s break down exactly how to track your spending and master your budget!  When it comes to handling your finances, we know that what can be measured can be managed. So many […]

Penny-pinching can only get you so far in your savings goal, so today I’ll give you 3 ways to increase your income! This first method may not be everyone’s first choice, but it’s where I have the most experience: job-hopping.  Now before you click away, I don’t mean a different job every month. I simply […]

Starting your journey to financial freedom can seem intimidating, so today I’m going to give you five tips on how you can get your finances in order. First of all, find your why. Why is it so important to you that you get your finances straight? Take a moment and write it out to look […]

When starting your investment journey, picking where to invest in index funds is important. The two firms we will be talking about today, Fidelity and Vanguard, have a few key differences. When looking at what they each offer, pay attention to fees and performances. I like to compare funds side by side so you can […]

To start things off simple, I’ll give you the problem to solve to figure out your net worth. Assets – Liabilities = Net Worth I’ve shared our investment portfolios before, but that’s really only half the story. Net worth is important to monitor because it gives us a metric we can use over time to […]