Hopefully, this will help you decide which of your cards you should bring, what fees you should know about, and when to use a debit card versus a credit card.

We created the PWR Cash Flow System to help our clients and readers get started with an easy-to-use solution to track their spending.

Impact investing offers similar, if not better, returns than traditional investing with the added benefit of creating positive social and environmental change. That being said, creating an impact investment strategy does not have to be a major shift from what you are already doing. 

There is a perfect budget for everyone, but you have to determine what it is for you. Here is what to think about when setting your wedding budget.

Impact investing opportunities continue to grow with one of every five dollars being invested sustainably as of 2016. Regardless, there are myths about impact investing that continue to persist, despite evidence to the contrary. For our second post in a series on impact investing, we debunk these common myths.

Impact Investing is an investment strategy that seeks to create a positive social and / or environmental change while also generating a financial return.

While there are different types of crowdfunding, we address donation-based crowdfunding in this post since it is the kind we see most often.

If your 2017 return contains one or more of these red flags, you have a higher likelihood of receiving some sort of correspondence from the IRS. Don't panic. You just need to double check your numbers and confirm you are organized with your documentation.

The TCJA (Tax Cuts and Jobs Act) passed in late 2017 affects your tax planning for 2018. We highlighted the changes that are most likely to pertain to our clients.

529 Plans are still the best tool in your toolbox for college planning, but there have been some changes. Here is a quick re-cap.

With a copy of your balance sheet in front of you, go account by account to make sure the following three (3) safeguards are in place.

2017 Year-End Investment Checklist

My Newlywed clients often ask me about how their credit score changes when they get married. I am sharing some of the typical myths I hear and discussing how your credit score is really affected by getting married or divorced.

Age 5 is a common age when parents start thinking about issuing an allowance to children. The goal with an allowance is to teach children about personal finance and delayed gratification. 

My father was recently diagnosed with a serious progressive illness. After the initial shock, my siblings and I feel this is a good time to make sure his finances are in order, particularly with regards to estate planning. What do you recommend?

Money-Saving Apps Part 2. I am back with another 3 great "money-saving" apps to share.

Growing up, I would always watch him diligently shop for fresh produce, and over the years, I have learned many tips and tricks. Here are some of my favorites, since summer is right around the corner.

Check out these money-saving apps that will save you time and money, with little effort.