This year I decided to educate myself on all things taxes and break it down into easy manageable steps. Since I believe in sharing the wealth, I’ve compiled my learnings into a tax guide so you can get your taxes done like a boss and get back to your birthright of Netflixing. Read More
We’re all using apps anyway, so why not use them to get our money right? Budget, track expenses, and understand value with a money tracking app to set and meet financial goals in your 20's. Read More
Tools for success while paying off debt: a great app, a plan for paying down the principal, living debt free, and stay motivated with your WHY. Read More
Marriage and managing money are tied together, even when you're getting divorced. Make smart financial decisions and understand the costs and financial aspects of divorce with these tips. 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
You stand atop the mountain, ruler of all you survey. The only problem; it’s cold up here alone. Even with a small team, maintaining good financial habits can create a level of dread usually reserved for horror movies. Fear not, you captain of industry. Nav.It can help you alleviate some of that financial stress of managing your money and let you stay focused on the business at hand. Read More
To ensure that you select the right employee benefits for you, we’ve crafted a checklist to help you tackle open enrollment and make the most of your work perks. Read More
Here is an exercise and example of how you can use your everyday financial decisions to influence the world you want for the future. There are essentially four ways we use money, and, as an example, I’ll use climate change (of course, you can do this exercise with whatever your top priority is): Spend, Give, Invest, Save. Read More
Estate planning stirs a mix of emotions surrounding death and loss. It is easily procrastinated as the administrative hassle can be overwhelming. However, as daunting as it is, I argue that it's the number one thing we can do for our loved ones. Individuals with and without assets need to prepare for potential incapacitation, make arrangements for their body once they are gone, determine how they want to be celebrated, decide how their possessions will be dispersed, and elect who will care for their dependents. Read More