Family Financials

Blog 📊 Wealth Inequality Family Financials

What is Generational Wealth & Who Has Access to It?

What's the history of wealth transference in the U.S. and more importantly what are the steps to building generational wealth? 1) Own assets like your real estate or home 2) Invest 3) Estate Planning 4) Get rid of debt 5) Start a business or side hustle Read More

Blog 🔮 Financial Planning 🧢 Money Coaching 🧮 Budgeting Family Financials

Ask the Money Coach: Left Out of the Household Budget

Let's face it. Most people don't have access to a financial advisor. And if they do, those financial advisors may not take into account the human side of managing money - like how spending, saving, and stressing about it actually makes us feel. Cue the Nav.it money coaches. We've long been answering money questions in the app, but now you can write into our money coaches. Read More

Blog 🐣 Parents 💞Couples Family Financials

Ask the Money Coach: What Do I Need to Know About Divorce

A money coach answers all the things to think about if you are contemplating divorce. Read More

Blog 🎓 Student 🐣 Parents 💬 How to Talk About $🧢 Money Coaching

Ask the Money Coach: Losing it While Living at Home

Despite our best efforts, sometimes pandemics, recessions, and less than ideal circumstances happen. And sometimes that means heading home. You’re not alone. In fact, you’re one of the millions returning back to the nest (to the tune of 52% of young adults). So here are some of the money coach's best tips for living at home while planning your exit strategy. Read More

☂️ Insurance Blog

Pet Insurance 101

In this article, I'll break down what pet insurance is and how to offset the cost of veterinarian care for your animals. Read More

☂️ Insurance Blog 🔮 Financial Planning Family Financials Guide

Generational Wealth and Nav.it’s Legacy Health Check

Legacy planning is a financial strategy that prepares people to pass their assets to a loved one. If you can leave behind an inheritance to your descendants, that constitutes generational wealth. Your strategy for creating generational wealth? Totally derived from your ability to implement a strategy where your loved ones lose as little as possible in the transfer of wealth. Even if you’re on the path to building wealth - paying down debt, buying your first home, joining the company’s retirement plan - there are some basics for you to consider for the long term. It’s why we built an interactive checklist in the nav.it money app. So let’s review the basics of the legacy health checklist and talk why it matters. Read More

Blog 🐣 Parents 💞Couples Family Financials

Ask the Money Coach: Financial Implications of Adoption Versus IVF

Certified money coaches answer questions for readers like how to decide between IVF and adoption, and how to prepare financially for becoming a parent. Read More

Blog 🌱 Savings 🎓 Student 💳 Building Credit 🔮 Financial Planning 🧢 Money Coaching

Ask the Money Coach: What Money Lessons Should I Know by 25?

Money coaches are here to answer your money questions including all the things school and your parents left out. Here's what you should know about managing money by the time you're 25. Read More

☂️ Insurance Blog Guide

What is a Qualifying Life Event

We put together an entire list of qualifying events so you can enroll or change your health insurance during any one these events. Read More

☂️ Insurance Blog

Getting Fully Covered with Auto, Life, and other Types of Insurance

There are many events that can make or break your finances in an emergency. Luckily, there are many types of insurances that extremely affordable and easy to acquire. Let's take a look at auto insurance policies, renter's policies, home insurance, umbrella policies, life insurance policies and more. Read More