Category: Financial Planning
Financial Literacy 101: Savings and Planning
Is it safe to say that you know you should be saving money, but when it comes to acting on it, you tend to fall short? Perhaps you try, but bills, groceries, gas, and endless […]
Read More
Financial Literacy 101: How to Build Credit and Why it’s Important
If you are not one of the 22 million millionaires in the United States, according to Zippia, learning how to build credit can be helpful as you integrate financial literacy. No one expects you to […]
Read More
Financial Literacy In The Bay Area: Tax Inclusive Budgeting
Do you know the difference between gross income and net income? Gross income is the amount of money you make before taxes, and net income is the amount of money you make after taxes. For […]
Read More
Financial Literacy 101: Why Do We Pay Taxes?
Have you ever looked at your paycheck and wondered why the amount seems lower than expected? I have; I was convinced there was a typo on the first paycheck I ever received—it seemed to be […]
Read More
3 Reasons Why Financial Literacy Is Important – No Matter Your Age
Don’t worry – you’re not late for the party! And while you might feel behind financially, allow me to tell you that you are not. You are right on time if you are NOW making […]
Read More
What Do The Impending Tax Law Changes Mean For You In 2022?
It pays for every generation to understand that tax law change is common. Learning to embrace it and use it to your advantage is where we step in. Since tax education is not included in […]
Read More
7 Ways to Improve Your Financial Health
Now that Valentine’s Day and the Winter Olympics have come and gone, we still get to celebrate Black History Month a bit longer! How delightful – the change of pace, right? When you take a […]
Read More
How to Pursue Financial Intimacy with Your Partner
Congratulations: You’ve found the one. Whether it’s dating more seriously, moving in together, getting married, or improving your existing marriage, you’re now ready to have The Talk. I’m referring, of course, to sharing your financial […]
Read More
6 Tips to Ensure That Inflation Doesn’t Impact Your Retirement Plans
It’s 2022, and inflation is here to stay. That’s why you need inflation-informed investment management to help you navigate the price increases and volatile market. Lucky for you, affordable financial planning in the Bay Area […]
Read More
Nothing Says Love on Valentine’s Day Like a Good Financial Plan
There are a million different ways to celebrate Valentine’s Day. Want to try something delightfully new this year? Give the gift of financial freedom and security – the ultimate act of love. Lasting partnership requires […]
Read More