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.

Each year the IRS makes adjustments to tax brackets to account for inflation. This year, you'll be seeing larger adjustments than usual.

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?

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.

Guidance on end-of-year taxes and recommendations for different platforms you can use to file

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.

My full and complete giving strategy, as of February 2022, and the reasons for my commitment to effective causes.

Hannah explores her best investment options across three separate 401ks, and takes steps to consolidate her investments

Financial planning and investment reminders as we close out 2021

A look back on 2021, including number of students reached and funds raised for The Life You Can Save.

Everything you need to know about these tax-advantaged, state sponsored investment accounts for higher education and related expenses

Meet Michael! As a clergyperson in the Episcopal Church, he gets some unique work benefits we don't see every day.

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.

A Mega Backdoor Roth allows you to contribute additional funds to your tax-advantaged Roth accounts, above the normal maximum. Learn more.

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.

Tax Update: The federal tax deadline was extended to May 17, 2021 and the majority of states have also extended their tax deadlines too.

Job hunting? Don't just compare salaries. Use this template to outline each job offer so you understand the full financial package.

Do you need a financial advisor? Personal thoughts and lessons on when (and when not) you might need a financial planner.

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.