How to Give & Receive the Gift of Philanthropy

The holidays are an exciting whirlwind. We rush from holiday parties to family visits, all while trying to make sure we’ve found every last gift on our list. With all of this going on, it’s especially important to slow down and take a moment to reflect… Read More >>

Finance Lessons Learned by Preparing Thanksgiving Dinner

Hosting a Thanksgiving dinner is no small undertaking. It takes a great deal of planning, shopping, prepping, and cooking to make it all go off without a hitch.  Reflecting on what it takes to prepare Thanksgiving dinner can teach us some valuable financial lessons. Just like… Read More >>

Sow the Seeds for Your Bountiful Financial Plan

It’s fall, and that means harvest time. Just like the crisp apples and plump squashes at the market, a strong financial plan requires time, energy, and careful tending to produce a healthy product.  Not everyone’s financial plot looks the same. Some of us may be paying… Read More >>

The Marathoner’s Financial Playbook

Around the world, women are toppling marathon records. Earlier this month, Brigid Kosgei broke the standing 16-year record for the women’s marathon, running the 26.2-mile race in a mind-blowing 2 hours, 14 minutes, and 4 seconds. She’s not the only one picking up the pace —… Read More >>

3 Surprising Tips Every Working Parent Should Know

On the SWM blog, we talk a lot about core financial skills, like estimating costs, building budgets, and comparing investment options. Whether you’re developing a travel budget or aiming for financial independence, financial skills help us become stronger, more independent individuals.  But these aren’t the only skills… Read More >>

Trade Your Desk Chair for a Beach Chair

While summer has begun to slip away, perhaps your vacation dreams haven’t set sail yet. The good news is, it’s not too late! Whether you have a last-minute summer getaway on the mind, or you’ve started to hatch vacation plans for the chillier months, plan on… Read More >>

How to Travel When You Love Your Job

At some point we all daydream about vacation — sipping wine in glowing vineyards, dipping our toes in glassy lagoons, meandering through world-class galleries.  While it can be hard to pull away from our daily lives and ambitions in order to travel, it can do a… Read More >>

The Professional’s Path to Financial Independence

The FIRE movement is ablaze among millennial professionals — that is, the Financial Independence, Retire Early movement. These tenacious professionals have set out to do two things:  Become financially independent, meaning they have enough money to pay for their expenses without needing to be employed or… Read More >>

How to Achieve Financial Freedom in a Marriage

As married couples plan their futures together, it’s important to remember that maintaining individuality is healthy for all relationships. Creating space to pursue our own interests allows us and our partners to be ourselves, reminding us why we choose to be together.  This same principle applies… Read More >>

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