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How I started Adulting

How I started Adulting

by South Bay Financial Partners | Aug 29, 2019 | Cash Flow & Budgeting, College, Debt, Financial Planning, Retirement, Saving

Hi all, Tara here! Recently a friend reached out and asked for some advice on how to best navigate post grad finances and “adulting”. Like so many other young adults, he was wondering how start working toward financial success while managing student loans,...
What’s Holding You Back? – A Reflection on Financial Success

What’s Holding You Back? – A Reflection on Financial Success

by South Bay Financial Partners | Feb 1, 2019 | Financial Planning, Retirement, Saving, Wealth

Let’s take a moment to reflect today. What are your financial goals? What are your life goals? Almost always, there is overlap between them, and that overlap usually is happiness. What is happiness for you? A partner whom you love and who loves you? Children who...
3 Kinds of Savings Accounts to Simply Your Life

3 Kinds of Savings Accounts to Simply Your Life

by South Bay Financial Partners | Jan 25, 2019 | Cash Flow & Budgeting, Financial Planning, Saving

One way to simplify your life is to organize your money into four categories. The first category is your checking account and is money available to spend on your day to day expenses. The other three are savings accounts that you can tap for various situations. If you...
Are You Ready to Start Saving Money?

Are You Ready to Start Saving Money?

by South Bay Financial Partners | Jan 18, 2019 | Cash Flow & Budgeting, Saving

Saving money doesn’t happen by accident. It doesn’t happen because you want it to happen. Saving money takes some thought, planning, and action on your part. As they say: the definition of insanity is doing the same thing over and over again and expecting a different...
What’s up with 529 plans?

What’s up with 529 plans?

by websites@intuitivedigital.com | Feb 19, 2016 | College, Financial Planning, Investments, Saving

Let’s explore college planning for your children or grandchildren. There are so many great questions about the “best way” to get ready financially for college, but the answers are very complicated. There’s no way to cover this vast topic in one shot, so let’s look at...
Saving Your Bubble Gum Money

Saving Your Bubble Gum Money

by websites@intuitivedigital.com | Dec 18, 2015 | Cash Flow & Budgeting, Financial Planning, Saving

“It’s just not worth $60 to go to [a famous amusement park].” It’s a proud moment when a Financial Planner Mom hears this from her child. I started teaching my kids financial skills where most financial planners will tell you to start, with an allowance. I started...
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