A Fresh Start for Your Journey to Financial Wellness
“Financial wellness is finding the balance of living well now while also investing in your future, so that your future self has choices and can be proud of the decisions you made today.” — Tara Unverzagt, President of South Bay Financial Partners There is no better...
What does Financial Independence Mean to You?
What do you think of when you hear the phrase financial independence? Do you think of being able to afford to move out of your parents’ house and pay for your own things? Do you think of living in your dream house, going on great vacations, and doing what you want...
5 Steps to Financial Success
Whether you are about to graduate college, just landed a new job, decided to review your finances, or simply stumbled upon this post (hi!), it’s the perfect time to take a look at your spending and saving habits and make sure you’re taking these FIVE steps...
What the Heck are 401(k)s, HSAs, and Other Confusions
If you hear the words 401(k), HSA, and deductibles and you look like this… You’ve come to the right place. Whether you’re reading this because you just landed your first job (congratulations 🎉) or you’re just looking for some clarification,...