Learn the five great reasons you should consider investing in your company’s 401(k) if you aren’t already.
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Do you really have to choose? I think not! Find out why you might actually want a combination of the two.
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Momentum provides comprehensive and holistic financial education to early career professionals so that you can make confident decisions about your money and know how to manage your finances day-to-day. Momentum offers personalized 1:1 financial planning to clients with an emphasis on developing habits and learning along the journey.
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My goal at Momentum is to help DIY early career professionals get started right with their finances. Almost by definition, this means that my clients may not have the assets for an “Assets Under Management”, or “AUM”, fee to make sense. And even if it did make more sense, there are still reasons you should hesitate before paying an advisor on AUM.
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8 Do’s and Don’ts of Credit. Here’s how to make sure you are doing everything you can to maximize your credit score. While it is not
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“Money & Marriage” is a program designed with specifically you and your partner in mind.
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It’s almost the end of the year! Here are a few personal finance tips to keep in mind before December 31.
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These three core values are why I started Momentum. They impact how I run my business every single day. These three core values are the foundation of what I do and why I do it.
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How we handled our non day-to-day accounts when we got married and what we learned
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Here are some ways to prevent and mitigate that holiday spending stress, even if you’re just starting to think about them now.
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Read on to learn about my personal story of learning how to change my car battery impacted my outlook on personal finances.
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You’ve set up your 401(k). But your 401(k) (or other retirement account) is just the tax-advantaged container for your money. What’s next? How do you decide what do you invest in?
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Find out how we merged our personal finance monitoring and budgeting process together - it’s been a journey and we love the result!
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The term “estate planning” sounds very official and a bit off-putting, but it’s actually much less intimidating than you might think!
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