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Katrina's 4 boys at a pumpkin farm

Fall Into Financial Success: 7 Year-End Tips You Don’t Want to Miss

As the fall air settles in, most of us are thinking about cozy sweaters, warm apple cider, and pumpkin-spiced everything. My personal favorite fall event is taking the kids to a nearby pumpkin patch and a back yard bonfire. Mmhmm, I can almost taste the perfectly charred marshmallows!    Festivals and holiday gatherings with family are […]

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Becca Mirza holding a book, reading her two boys

From Diapers to Dollars: Juggling Family, Work, and Finances

Returning to work after maternity leave is a milestone filled with emotional tension – excitement and anticipation mixed with grief and mild anxiety at leaving a new precious baby. As a mother of two young boys, I’m navigating the joys and challenges of expanding our family while keeping an eye on our financial health. Achieving

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The Acosta family at Disney World and Tower of Terror

Election Year Enchantment: Navigating Markets in the Political Theme Park

My family went to Disney World in 2022, which is also the year in which I learned that I’m not relaxed enough to enjoy things that lay at the intersection of logistics and “fun.” I have no chill, as they say. More recently, another Magic-Kingdom-Scorned mom and I were bonding over our magically induced shared

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Watercolored picture of a home on a hill

Survive and Thrive: 2024 Home Buying Tips You Can’t Miss

It’s springtime! And, alongside the season’s new blooms, eager homebuyers are also emerging from winter hibernation. Although many potential homebuyers are waiting on the sidelines, there’s still a good percentage ready to buy this year. The journey to buying a home in 2024 comes with many challenges, but with the right mindset and preparation, it

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Financial advisor helping her clients

An Advisor’s Perspective: What You Should Consider When Looking for a Financial Professional

As you read this, you might be considering working with someone on your finances. If you ask me, I think that’s a great idea. As unbiased as it can sound, everyone needs someone in their life to help guide them to make wise financial decisions. Whoever you ultimately choose to work with—or not—seeking professional financial

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