68 ways to save a buck
Check out these high-impact, unique tips and tricks designed to get help you start saving today.
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Insights Beyond the Course
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- Jan 24
- 7 min
A $20,000 mistake we won't make again
Joe and I messed up! We spent way more than we should have last year. Learn from our mistakes and check out our solution for this year.
- Jan 9
- 3 min
Your 2023 Tax Update
Each year the IRS makes adjustments to tax brackets to account for inflation. This year, you'll be seeing larger adjustments than usual.
- Dec 15, 2022
- 6 min
Student Stories: Taking a gap year
Meet Maddie. She's in a sweet spot in her career but is toying with the idea of taking time off. Does she have enough in savings to do so?
- Nov 10, 2022
- 3 min
Time to check your HYSA
The Federal Reserve continues to push up interest rates. It's time to check your APY in your HYSA and see if you need to make a change.
- May 22, 2022
- 3 min
It's tax season (again!)
Guidance on end-of-year taxes and recommendations for different platforms you can use to file
- May 18, 2022
- 4 min
Inflation? Bear Market? Stay calm.
The stock market is low and inflation is high. Investors are concerned. Here's how to avoid getting wrapped up in the chaos of the markets.
- Feb 24, 2022
- 4 min
Be a "do-gooder"
My full and complete giving strategy, as of February 2022, and the reasons for my commitment to effective causes.
- Jan 24, 2022
- 6 min
Student Stories: Tackling your 401k options
Hannah explores her best investment options across three separate 401ks, and takes steps to consolidate her investments
- Dec 21, 2021
- 2 min
That's a wrap for 2021
Financial planning and investment reminders as we close out 2021
- Nov 22, 2021
- 2 min
So much to be grateful for
A look back on 2021, including number of students reached and funds raised for The Life You Can Save.
- Oct 27, 2021
- 7 min
529 deep dive
Everything you need to know about these tax-advantaged, state sponsored investment accounts for higher education and related expenses
- Sep 27, 2021
- 7 min
Student Stories: Clergy people need financial plans too
Meet Michael! As a clergyperson in the Episcopal Church, he gets some unique work benefits we don't see every day.
- Aug 23, 2021
- 5 min
A PSA to invest your HSA
Most people think of an HSA as a tax-advantaged account they can use for medical expenses. Alternatively, you may want to invest your HSA.
- Jul 26, 2021
- 4 min
The Mega Backdoor Roth
A Mega Backdoor Roth allows you to contribute additional funds to your tax-advantaged Roth accounts, above the normal maximum. Learn more.
- May 21, 2021
- 3 min
Are you missing money?
Millions of dollars in lost or unclaimed money goes missing each year. Find out if you've been missing money by checking out this resource.
- Apr 19, 2021
- 2 min
It's tax season!
Tax Update: The federal tax deadline was extended to May 17, 2021 and the majority of states have also extended their tax deadlines too.
- Mar 23, 2021
- 2 min
The Ultimate Job Offer Evaluation Template
Job hunting? Don't just compare salaries. Use this template to outline each job offer so you understand the full financial package.
- Feb 21, 2021
- 5 min
Do I Need a Financial Advisor?
Do you need a financial advisor? Personal thoughts and lessons on when (and when not) you might need a financial planner.
- Jan 21, 2021
- 3 min
The Ultimate Retirement Account - Roth IRA
Learn why the Roth IRA is one of our favorite tax-advantaged accounts! Not only meant for retirement, but also ideal for mid-term goals.
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