Notepad with words HSA FSA with check marks next to each. Stethoscope on top of notepad.

Make The Most of Your HSA or FSA

Both an FSA and HSA lower your taxable income while providing a way for you to pay for health care costs, but they’re not quite the same. This Coach will provide information on both types of accounts, guide you through estimating your health care costs … Read More

College student holding books and papers with a backpack on her shoulder

The Cost of College Life

BLOG The Cost of College LifeThe college life is upon you and you’re excited to attend. Tuition is covered and paid for, and your dorm or apartment is waiting for you. Going to college will incur a lot of expenses that you may have not fully planned for. We have some helpful tips to consider when planning for the day-to-day …

couple looking at bank statement at kitchen table

Tracking Your Joint Expenses

Tracking Your Joint ExpensesIt’s hard enough keeping track of your own expenses. So you shouldn’t be surprised that managing money as a team effort can test your patience, especially if your partner has a different method of keeping financial records—or worse, no method at all.In some ways, it’s easier for you today than it was for your parents or grandparents, …

middle-aged woman sitting in front of laptop with cup of coffee, smiling

Earning Extra Income

Earning Extra IncomeThinking about having a side hustle to earn extra spending money or help with your monthly expenses? When it comes to earning extra income, you’ve got options—and those options have options! In this Coach session, walk through the ins and outs of extra income, including expenses and tax implications.  To begin the Coach session, select Get Started. Next, …

illustration. box being buried with "do not open until retirement" on it.

Early Withdrawals From Retirement Savings

Early Withdrawals From Retirement SavingsWhether you find yourself laid off from work, facing a medical emergency, or confronted with a situation that you’re financially unprepared for, it may be tempting to withdraw from retirement savings—but there are penalties and consequences you need to consider before doing so. Early Withdrawal Penalties There are serious consequences to accessing your retirement funds early. …

featured image - man and woman talking smiling in front of large city apartment window

Talking To Your Partner About Money

Talking To Your Partner About MoneyDo you know how to have productive conversations around your finances?When it comes to talking with a spouse or partner about money, many people shy away. It can be scary—but it doesn’t have to be. Positive and frequent communication is key. Talk Often A great way to reduce the stress of talking about money is …

last will and testament header

Planning a Will

Planning a WillWhere there’s a will, there’s a way to make your wishes known. A will is a legal document that transfers your property after you die, and names the people who will settle your estate (all the money and property owned by you, especially at death), care for any minor children you may have, and administer any trusts the …

older man and woman running on a road in fall

Social Security Basics

Social Security BasicsIf retirement and Social Security seem one and the same to you, there’s good reason. More than 90% of US households with someone over 65 are part of the system. And, the monthly benefits check is the primary source of income for almost two-thirds of those households. Since its introduction in 1935, in the wake of the Great …