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Find out how employees are leaving thousands of dollars wasted by not maximizing their employee benefits. Our free 15-page guide provides instructions and valuable insights on how to earn more of what you deserve on the J-O-B.

The Money Speakeasy is your social outlet to discuss taboo financial topics many of us have questions about, from budgeting, debt, and savings to credit, housing, and insurance.

Whether you’re starting out in your career or just tired of living paycheck-to-paycheck and looking for a different way, our mission is to create savvy consumers who can become the CFO of their personal finances and achieve their goals. We’re committed to creating a judgment-free zone where you can ask anything from the most basic questions up to advanced topics.  We don’t care how much money you make or how much debt you owe; we care about what you do with what you have!

Partners in Wealth

Partners in Wealth is designed to help couples build a stronger financial foundation, develop a solid system to manage money together, and meet their joint goals so they can feel empowered, in control, and excited about their financial present and future together.

Partners in Wealth is a 12-week online course with 6 modules that will teach you everything from understanding each other’s money personality to managing your cash flow like pros and eliminating debt while boosting your credit.

Latest on the Blog

5 Lessons About Money You Didn’t Learn in School

April is Financial Literacy Month and the purpose is to bring awareness to basic principles of personal finance. American children and adults routinely fail basic financial literacy questions and personal finance is not a part of the vast majority of schools’ curriculum. This month, however, we encourage you to take a step back and consider on a high level why…

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7 Ways to Maximize Your Income Tax Refund

You take a few hours one weekend between February and April to pop numbers into your online tax prep software or prepare documents for your accountant. You don’t know whether you’re going to owe more to the government or get money back in the form of a tax refund.   Quick side note: Getting a large tax refund may sound…

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5 Topics All Couples Should Agree On Financially

Let’s be honest, money is emotional and complex! It impacts nearly every aspect of our lives and most certainly impacts our relationships with our significant other. Since money is still such a taboo topic in our culture, miscommunications can create small cracks in the bonds of our relationships. Like a small crack in a windshield, it can expand over time…

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