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🤓 CPA helping moms:📈 Invest confidently🚸 Raise money-savvy kids 🤑 👉 My FREE Money Challenge helps you accomplish the MOST important financial tasks step-by-step!
Hey Reader, If things stay on track, my husband and I could be financially independent (FI) as soon as summer 2027(meaning: we could cover our living expenses with our investments alone, making work optional). That still feels wild to write — and I want to be clear about something: This didn’t happen quickly. We’ve been working really hard toward this goal since we took our first investing class back in 2008. It’s been almost 20 years of showing up, learning, resetting mistakes, and doing the...
Hey Reader, There’s a financial mystery I’ve spent years trying to solve. Maybe you have too. 🔎 What’s the best investment? Stocks? Real estate? Index funds? Turns out, the greatest investment isn’t in the market at all. It’s in memories and relationships. 🥰 They compound, too! The sooner you have an experience and/or build a relationship, the more years you get to spend enjoying it. ❤️🥹 But here’s where the mystery deepens… 🔎 Investing as much as possible sounds like a great idea, but what...
Hey Reader, "Going to college feels like losing your mom in the grocery store. But for four years." Time to check in on your finances! Consider this your monthly reminder to update your Net Worth -- an easy way to track your financial progress. 📈 Need the Money Meeting Agenda? DOWNLOAD Money Fit Challenge for AUGUST: Calculate the monthly amount to save for kids' college expenses MAKE SURE TO CONSIDER THE RULE CHANGE HAPPENING IN 2024! (Highlighted below) ⚠️ REMINDER: BEFORE Saving for Kid's...