financial literacy

Learn the difference between 529-qualified expenses and discretionary college spending—and when a student savings account makes sense. Practical tips for parents and students.

Budgeting might feel like a punishment to some, but in reality it is a tool to help lay out steps to achieve financial confidence and independence. Here is an example of how I helped a client’s son use a budget to lay out his spending and build up a cash safety net.

We look at 3 major budgeting apps and discuss pros and cons. Rocket Money, EveryDollar and NerdWallet

A new college graduate, Annie, has a job but also a lot of debt. Why is this a problem? What can she do about this debt?

Coming up: In-person teen financial education workshops at the Sno-Valley Center in Carnation, Washington