LATEST FROM THE BLOG!
Not investing in your 401(k)? 5 reasons you are missing out.
Learn the five great reasons you should consider investing in your company’s 401(k) if you aren’t already.
Financial Coach or Financial Planner?
Do you really have to choose? I think not! Find out why you might actually want a combination of the two.
The 61 Money Management Tips that Will Change Your Life Forever
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.
Why You Should Consider "Advice-Only" Financial Advice (and Why Momentum Charges a Flat Annual Fee)
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.
8 Do's and Don'ts of Credit
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
Introducing the "Money & Marriage" program!
“Money & Marriage” is a program designed with specifically you and your partner in mind.
5 Financial Checklist Items to Review Before End of Year
It’s almost the end of the year! Here are a few personal finance tips to keep in mind before December 31.
The Three Core Values of Momentum
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.
Money and Couples Series: How We Merged Our Finances, Part 2 (To Commingle or Not to Commingle)
How we handled our non day-to-day accounts when we got married and what we learned
The Holidays Are Here! How to Still Save For Them and Start Planning For Next Year Too
Here are some ways to prevent and mitigate that holiday spending stress, even if you’re just starting to think about them now.
How I Changed My Own Car Battery, and What You Can Learn From It
Read on to learn about my personal story of learning how to change my car battery impacted my outlook on personal finances.
How to invest your 401(k) and what to do if it's still in cash
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?
Money & Couples Series: How We Merged Finances When We Got Married, Part 1
Find out how we merged our personal finance monitoring and budgeting process together - it’s been a journey and we love the result!
What is estate planning? Should I care?
The term “estate planning” sounds very official and a bit off-putting, but it’s actually much less intimidating than you might think!