Emergency Fund: not too much, not too little
May 27, 2022  | By Manisha Gupta

Dave Ramsey has been telling America for years on his financial radio show to keep an emergency fund that covers at least a few months of expenses. Thank you, Dave! You saved a lot of people from financial ruin with…Read More

I Bonds: Thriving During Inflation
April 29, 2022  | By Manisha Gupta

Concerned about inflation, perhaps for the first time in your lifetime? For many families we work with, it’s been decades since even the adults have seen inflation rising this quickly. But, the U.S. government has a nifty, old-school instrument available…Read More

Your Health Care & Open Enrollment
October 11, 2021  | By Manisha Gupta

Early fall is open enrollment season for many health insurance plans. The health care plan you choose will have a meaningful financial impact for the next year. Choose wisely! Which open enrollment applies to you? W-2 employees: Typically runs from late…Read More

Planning to Use 529 Funds? Read This.
September 14, 2021  | By Manisha Gupta

By Manisha Gupta, AWM Financial Planning Lead & Candidate for CFP® certification Investing in a 529 plan can be an effective and easy way to save for college, but when it comes time to spend those funds, there are some important nuances…Read More

Talking Money with New Graduates
August 6, 2021  | By Manisha Gupta

By Manisha Gupta, AWM Financial Planning Lead & Candidate for CFP® certification Summer is an exciting time for freshly minted graduates embarking on their own. Finally, the moment that you have been waiting for is here. Your child is going…Read More