Education Center

Increase your personal finance knowledge by reading through recent blog posts. Receive our monthly newsletter directly in your inbox by clicking here. No spam or sale of your information ever – just timely and helpful financial education material.

Financial Independence Retire Early

The FIRE Movement: Financial Independence Retire Early. People love the concept, hate the concept and everything in between. But what can financial independence, in its many forms, do for you? What is Financial Independence Retire Early? Being financially independent means no longer having to work for money. The purest form of FIRE is to save…

by Stephanie Burke

Love & Money Scripts

What are your beliefs, feelings and thoughts about money? Do your partner’s beliefs differ from your own? The conflict we experience around money in our personal lives may be attributed to incongruent money scripts with those with whom we share finances. Understanding our personal money script, along with the people we care about, can help…

by Stephanie Burke

Introduction to Tax Planning

Personal income tax: something we maybe should have learned in high school instead of trigonometry. Whether you’re starting to gather documents for your accountant or gearing up for the DIY route, understanding basic tax planning can maximize tax breaks through education. The information below should not be considered tax advice. Types of Income The IRS…

by Stephanie Burke

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