Welcome

YOU CAN FIND RECENT INSTAGRAM AND OTHER POPULAR LINKS BELOW.

Hannah Moore, CFP®

BLOG: How To Negotiate a Higher Salary for a New Job

You’ve been updating your resume and applying to openings and you finally have it — a job offer. Now it’s time to negotiate a higher salary.

Our latest blog post is all about salary negotiations. You’ll get our top tips for preparing your counteroffer and presenting it in a way that gives you the best chance of success.

Hannah Moore, CFP®

RESOURCES: Access Our Free Resource Library

Do you want to know what your net worth is, or get a picture of your overall assets and debts? Our simple Balance Sheet can help.

Access it and more, including our Budget Planner and Values Exercise in our free Resource Library.

Hannah Moore, CFP®

BLOG: 2022 Tax Updates: How They’ll Impact You

The IRS has announced inflation adjustments to income tax rules for the upcoming tax year, 2022. The tax brackets have shifted and there are new numbers for the standard deduction, exemptions, other deductions, and tax credits.

In most cases, the limits have moved up to account for inflation. Don’t know what any of this means? Check out our latest blog post!

Hannah Moore, CFP®

BLOG: Identifying and Honoring Your Spending Needs

Sometimes life is exhausting and the best thing you can do is cut yourself a break. Spend a little money on things that will make life easier for a while, like food delivery or housekeeping services. Our latest blog post talks about honoring your needs when deciding to spend or save.

You might be surprised by our advice 😉 Read the full post here.

Get Your BudgetingBlocks™ Today!

Are you ready for a budgeting system that works the way YOU do? Are you ready to see where your money is actually going?

Learn how to see your money differently with BudgetingBlocks™ . You’ll discover how to build a better budget, visualize your expenses, and the best part? It’s not a boring spreadsheet! The interactive budgeting process will help you develop a budget that works for you and your lifestyle!

Hannah Moore, CFP®

BLOG: Prioritizing Projects for a Home Renovation

Are you thinking about renovating your home?

Whether you’d like to change nearly every part of your home or just have a few things that you wish were different, it’s vital to prioritize your projects before you get started. Our latest blog post covers the ins and outs of planning a home renovation, including tips on which projects to DIY.

 

Hannah Moore, CFP®

BLOG: How Much Home Can I Really Afford in this Market?

Thinking about buying a home? You’re not alone. With low interest rates and the growing availability of WFH jobs, it’s a great time to think about buying your first home or new home. However, the tricky part is figuring out how much you can actually afford.

Without a clear budget for yourself, you could end up paying more for a house than is wise — and getting stuck paying for it for years to come. Click here for more tips in our blog! 

Grab the Everyday Money Workbook!

Whether you’re married, in a long-term partnership, or planning to share your finances with another person, it’s important to do some planning to make sure you’re on the same page.

If you’re unsure where to begin having those important financial discussions, our Everyday Money Workbook is the perfect solution.

Hannah Moore, CFP®

BLOG: Inflation Is Real: What Does It Mean for You?

Inflation is real, and many of us are seeing it in real time. However, it’s not all bad — there are some benefits that inflation can offer you. The key is to understand how to leverage those opportunities and defend against the potential risks at the same time.

In our recent blog post, we cover the basics of inflation and the steps you can take to protect your finances. We also discuss how to take advantage of the potential upsides of inflation.