Top Questions to Ask Your Parents About Their Finances

I was listening to a podcast lately, and the discussion was centered around talking with parents about their finances. This was not something I had previously given much thought to, but wanted to share this topic, so that you too can begin to take action if necessary. Speaking to your parents about their personal finances…

The Importance of Beneficiaries

An important step in managing your money, is to assign a beneficiary or beneficiaries to your eligible financial accounts, such as your insurance policies, investment accounts (401K, Mutual Funds, HSA), and banking accounts. Assigning your beneficiaries give you full control of deciding who gets your assets (funds held in your financial accounts), should something happen…

What’s Your Money Personality Type?

Do you already know what your money personality type is? If not, keep reading. There are a few different types of money personalities. The ones I will be sharing in this post are: saver, spender, debtor, balanced saver/spender, and gambler. I hope at the end, you identify which personality type sounds the most like you….