One year after I said “I would get better with money,” we’re six-figure debt-free. This is the story of how one new years resolution paid-off, and how there was more to making money moves to becoming debt free - it was mindset. Read More
Family Financials
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
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
A money coach answers all the things to think about if you are contemplating divorce. Read More
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
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
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
My first key hard-earned takeaways for nav.ing the financial burden of the holidays became:
1) Make Your Lists throughout the year
2) Start buying early
3) Leverage presents from your children
4) Gift investments
5) Bake cookies
6) Throw a party with a potluck
7) Rely on the extended family. Read More
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
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