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Emergency Funds 101: Why Every Woman & LGBTQ+ Household Needs One

If your car broke down tomorrow or you suddenly lost your job, how would you cover the bills? For many people, the honest answer is, “I’d put it on a credit card and figure it out later.” That’s where an emergency fund comes in. For women and LGBTQ+ households especially, who may have less traditional family safety nets, an emergency fund is more than just smart. It's protection. It’s freedom. It’s peace of mind. What Exactly Is an Emergency Fund? Think of it as your persona

2 min read

Setting Financial Goals That Actually Stick

We’ve all made financial resolutions before , save more, spend less, “get my money together this year.” But without a clear plan, those intentions usually fizzle out by February. That’s why setting short-term, mid-term, and long-term financial goals matters. When your money has a purpose, it’s easier to stay on track and actually make progress. Short-Term Goals (Next 12 Months) These are the things you want to achieve within a year. They keep you motivated with quick wins. E

2 min read

Investments vs. Accounts: Clearing Up the Confusion

One of the most common questions I hear is: “Katie, what’s the difference between a 401(k) and an investment?” It’s a great question and one that trips up a lot of people. The short answer: your account is not the same thing as your investment. Accounts = The Container Think of an account like a bucket. The type of bucket determines how your money is treated for tax purposes. Examples of accounts: 401(k) IRA (Traditional or Roth) Brokerage account 529 college savings plan Ea

2 min read

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Emergency Funds 101: Why Every Woman & LGBTQ+ Household Needs One

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Investments vs. Accounts: Clearing Up the Confusion

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