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Thoughts and musings
on the world of personal finance.
March 27, 2025
Who Wins and Who Loses During a Recession?
Let’s discuss how a recession impacts various industries.
March 20, 2025
The Connection Between Inflation and Recessions
Connecting Financial Concepts
March 06, 2025
Finance 101: Understanding Financial Recession
Causes, Effects, and How to Prepare
February 28, 2025
The Global Ripple Effect of Inflation
Let’s explore what inflation means for businesses and trade.
February 19, 2025
Investing During Inflation
How to protect and grow your wealth during periods of inflation.
February 14, 2025
Inflation and Your Wallet
Let’s explore how rising prices impact everyday life.
December 17, 2024
How to Prepare Your Business for Year-End Financial Close
Here is our comprehensive guide to preparing your business for a successful year-end financial close.
December 12, 2024
The Importance of Charitable Giving and Its Financial Benefits
Charitable giving goes beyond making a difference - it can also provide financial advantages that benefit you personally.`
December 06, 2024
Financial Gratitude: How a Positive Money Mindset Can Impact Your Wealth
Gratitude turns what we have into enough.
November 21, 2024
Black Friday and Cyber Monday
Hit the sales without breaking the bank - Here is our guide to Black Friday shopping.
November 17, 2024
Understanding Open Enrollment: Health Insurance Choices for 2025
Make the best choices for your coverage and budget this enrollment season!
November 07, 2024
Preparing for Next Tax Season: What You Can Do This Fall
Begin organizing now so that next tax season is breezy like an Autumn Day!
October 24, 2024
Seasonal Affective Disorder and Your Finances
Understanding the Impact of Seasonal Affective Disorder (SAD) on Your Financial Habits
October 10, 2024
Financial Hacks Series: Seasonal Insurance Contribution Reviews
How Seasonal Insurance Contribution Reviews Can Strengthen Your Budget
September 26, 2024
How to Maximize Your Fall Harvest
Taking financial lessons from nature.
September 12, 2024
Your Fall Financial Refresh
Resetting Your Money Habits for a Strong Year-End Finish
August 29, 2024
Preparing for Seasonal Expenses: A Guide to Staying Financially Ready
Prepare for your seasonal expenses so that you can stay financially ready all year long!
August 15, 2024
Back to School Budgeting for New College Students
Tips for starting your college journey off on the right financial foot.
August 04, 2024
A Beginner's Guide to Sustainable Investing: A Crash Course
Sustainable investing is gaining traction like never before!
July 29, 2024
Greenwashing and Ethical Investing
Navigating the tricky world of greenwashing and ethical investment
July 09, 2024
Our New Credentials: What We Can Offer You
With new credentials comes new expertise that we can’t wait to share with you!
July 02, 2024
Build A Supportive Financial Network: Finding LGBT-Friendly Financial Advisors
Helping you navigate the financial landscape as a proud member of the LGBTQIA+ community.Helping you navigate the financial landscape as a proud member of the LGBTQIA+ community.
June 18, 2024
Protecting Your Finance: Financial Planning for LGBTQIA+ Individuals and Couples
Helping you navigate the financial landscape as a proud member of the LGBTQIA+ community.Helping you navigate the financial landscape as a proud member of the LGBTQIA+ community.
June 10, 2024
Empowering Women through Financial Education
Bye-bye, Finance Bro - Now it’s the Girl-Boss era!
May 29, 2024
Finance Hacks Series: What to Do When you Owe the IRS More Money
Tax Tips to Get Ahead in 2024.
May 08, 2024
Finance Hacks Series: What to do With Your Tax Refund
Think of a refund as the government paying you back money you loaned them.
April 23, 2024
Simplifying Financial Decision Making with Expert Guidance
A Comprehensive Guide to Savings Types and Advisor Support
October 06, 2023
Securing Your Team's Future: The Vital Role of 401(k) Planning for Small Business Owners
The Vital Role of 401(k) Planning for Small Business Owners.
July 03, 2023
ESG Ticker Symbols- How do I know What to Pick?
What ticker symbols to look out for depending on your personal ethics. and passions
June 19, 2023
Why Hire a Financial Advisor?
You’re a part of the financial industry, work with a professional to get the most our of your savings.
June 12, 2023
ESG: What is it and Why do it?
Environmental, Social, and Governance Investing: What is it and Why do it?
February 18, 2023
Health, Wealth, Lifestyle
In her debut blog post, Business Development Director Chelsea Maralason advocates for a healthy, balanced participation in our financial lives.
November 05, 2021
Financial Fundamentals Series: The Value of Life Insurance as a Millennial
A good permanent life insurance policy is one of the best investments you can make. Starting when you are young makes a huge difference.
September 03, 2021
Financial Fundamental Series: Retirements Accounts and Taxation
How you plan your financial life determines how much of your retirement savings you get to keep.
August 27, 2021
“What” and “How” of Financial Planning
Financial planning is essentially putting a strategy in place that empowers you to make better financial decisions over time. It requires diligence, patience, and a willingness to change old habits and begin new ones.
August 20, 2021
Financial Planning for Everyone
Financial advising is not so much about one person with a lot of knowledge and expertise telling you what to do with your money, it’s broader than that, and far more long-term.
August 13, 2021
Financial Fundamentals Series: Understanding Risk
Whether you consider yourself a conservative or aggressive investor, avoiding risk entirely is impossible.
August 06, 2021
Your Financial Why
Sure, everyone knows saving money is a good idea. The vision of retirement is as ingrained in the American psyche as apple pie. What is not so clear, however, is what makes that vision of financial freedom in the future so important that you are willing to build financial habits and make financial changes today.
July 30, 2021
Becoming Friends with Your Inner Dissuader
Starting something new is often like standing at the edge of an ocean. The sun feels great, the ocean breeze is serene, and the water gently lapping at your feet is sublime. But then, when your cares are just starting to drift away and you close your eyes to enjoy, a wave rolls in, knocks you over, and steals one of your sandals. Your moment of calm is over.
July 23, 2021
Welcome to Upbeat Financial
Hello, fellow wanderer! And welcome to Upbeat Financial, a island oasis in a sea of sameness. Amidst
waves of jargon, storms of online calculators, and schools of robo advisors, your innate currents have
led you here, an island of calm reflection, excitement, and desire to make positive change. Here on the
Upbeat Financial Archipelago, we learn to nurture a vibrant financial landscape and cultivate a content,
confident, thoughtful Future Financial Self.