new parents

7 Financial Tips for New Parents

By Samantha Masey | June 22, 2023

Written by: Samantha Masey, CFP® As soon to be first-time parents, my husband and I are in the middle of preparing for our baby to arrive and all the details that entails. Having a baby is an exciting and joyful time, but we have also encountered some unexpected considerations in preparation for her. These have…

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What Is Debt Recycling and How Can It Benefit You? 

By Samantha Masey | August 11, 2022

Written by: Vincenzo Testa, CPA What is Debt Recycling?  Debt recycling is a personal finance strategy that is commonly used by turning existing “bad debt” into “good debt” that is both tax deductible and works to enhance your financial future. Good debt is debt that is used to pay for an asset that has long-term…

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5 Personal Finance Strategies During High Inflation

By Samantha Masey | June 29, 2022

Written by: Harmony Wagner, CFP® With inflation at 40-year highs, American households are feeling the pinch. For April and May, the year-over-year inflation figures were 8.3% and 8.6% respectively, and with issues on both the supply and demand side of inflation, many people fear that inflation may persist through the summer months and perhaps even…