Financial Planning Blog

Expert tips, strategies, and guides to help you make informed financial decisions. From mortgage advice to retirement planning, we've got you covered.

Taxes17 min read

2025 Federal Tax Refund — How to Estimate Your Refund and When You Will Get Paid

Know the exact paperwork, IRS processing window, and acceleration tactics you need for a faster 2025 federal refund.

October 16, 2025Read More
Family Budgeting10 min read

How We Protected Our Budget During Baby’s First Year

A Nashville family shares real numbers, surprise costs, and joyful wins from their baby’s first year.

October 12, 2025Read More
Personal Finance9 min read

How We Paid Off $27,000 of Debt in 18 Months While Renting

The exact budget, timeline, and mindset shifts that helped us clear $27K without owning a home.

October 8, 2025Read More
Retirement13 min read

Retirement Income Strategies for 2025: Build a Sustainable Decumulation Plan

Coordinate Social Security, tax-efficient withdrawals, and bucket strategies to keep income steady throughout retirement.

October 4, 2025Read More
Taxes11 min read

2024 Tax Season Calendar: Filing Deadlines, Refund Timeline, and Action Plan

Stay ahead of the 2024 filing season with every IRS deadline, refund expectations, and smart moves to lower your tax bill.

September 30, 2025Read More
Mortgage14 min read

How Much House Can You Afford in 2025?

Use lender ratios, bucketed savings, and detailed projections to set a confident home buying budget this year.

September 26, 2025Read More
Mortgage8 min read

How to Save $100,000 on Your Mortgage: 7 Proven Strategies

Discover practical ways to reduce your mortgage payments and save tens of thousands in interest over the life of your loan.

September 22, 2025Read More
Retirement12 min read

Retirement Planning in Your 30s: Complete Guide

Starting retirement planning in your 30s? Learn the best strategies to build wealth and secure your financial future.

September 18, 2025Read More
Taxes10 min read

Tax Deductions You're Missing in 2024

Maximize your tax savings with these often-overlooked deductions and credits for the 2024 tax year.

September 14, 2025Read More
Investing15 min read

Investment Basics: Building Your First Portfolio

New to investing? Learn the fundamentals of building a diversified investment portfolio that grows your wealth.

September 10, 2025Read More
Mortgage18 min read

First-Time Home Buyer Guide: What You Need to Know

Everything first-time home buyers need to know about mortgages, down payments, and the home buying process.

September 6, 2025Read More
Retirement9 min read

Roth vs Traditional IRA: Which Is Right for You?

Compare Roth and Traditional IRAs to determine the best retirement savings strategy for your situation.

September 2, 2025Read More

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