I Am A Financial Planner Series : Map Your Spending Workbook
Daily spending habit tracker and map your spending workbook (become your own financial planner!) Taking the time to organize your finances in a way that makes sense for your lifestyle …
Socially Responsible Investing | Conscious Impact Financial Planning
Hello. Welcome to Conscious Impact Financial Planning. I’m Meghan Lape, AFC®, CFP®, EA®, and founder of our socially responsible investing firm, based in Austin, TX, in the United States. With a …
4 Easy Tricks to Avoid Getting Emotional About Your Investments
Whether you’re new to the stock market or a seasoned investor, it can be hard to keep your emotions in check. As you hear unsavory news about a company you’ve …
Value vs. Growth Investing: What’s the Difference?
At different periods of time, the stock market appears to favor one of two stock types – value stocks or growth stocks. Since the 2008 market downturn, for example, the …
How to Create an Estate Plan
You understand the importance of estate planning, but sometimes it’s a question of where to start. No matter your net worth, you need a plan set in place that can …
Getting Remarried Soon? Add These 5 Financial Tasks to Your To-Do List
Embarking on a new journey, like marriage, is exciting. And for those who are entering into their second or third marriage, this can be a time for fresh starts and …
2021 Is Halfway Over: How to Conduct a Mid-Year Financial Checkup
Summer is finally in full swing, meaning we’re already about halfway through 2021. After a year like no other, we’re all excited to enjoy the warm weather with friends and …
5 Ways a Financial Advisor Can Bring Value to Your Post-COVID Life
The events of last year may have taken a toll on your financial situation. For those who had a financial advisor during that time, they were guided through all the …
6 Questions You Should Be Asking When Hiring a New Financial Planner
The role of a financial planner is to help you and your family figure out how to best save earnings, retain value, grow holdings and meet long-term financial goals. Planners …
5 Tips to Surviving an IRS Tax Audit
There are several reasons the IRS audits; some are random, others may be due to a relationship with another audited taxpayer or an uncharacteristic change in the tax filing. You …