top of page
The Wealthy Affair Blog
Blogs written for motivated professionals about personal finance, business, life, and more.
New posts added frequently – join the newsletter to stay up to date.
What is a UGMA/UTMA Custodial Account?
If you were looking for a way to invest for your kids outside of a 529, there are other options you might want to pay attention to. We...
4 Reasons it's time to hire a financial planner
When you’re looking to make a change in your life you generally have three options: Do it yourself Learn from a mentor Hire someone This...
3 Ways To Master Your 2024 Finances
It’s that time of year where we gear up for the “new us.” It’s natural to consider some improvements we aspire to make – such as our...
Save This For 2024 - Important Numbers
Every couple of years the contributions limits are changed; below are some important numbers you should know going into 2024: 401(k) /...
How to Take Advantage of Being a HENRY
What in the World is a HENRY? You might be thinking, "This doesn't apply to me, my name isn't Henry." But the term "HENRY" doesn't refer...
Build Wealth Your Way
I am writing a brief blog this week since I’ve noticed a recurring theme as a financial planner. More and more often people approach me...
What is an HSA?
As you know healthcare costs can become incredibly expensive. Between doctor visits, prescriptions, and dentists, bills may start to pile...
10 Principles Behind Building Your Financial Plan
Let’s begin by saying there is no scientific approach to financial planning. Every plan created is personalized to your unique situation,...
Easy Pickings for Young Professionals
As a young professional, you might feel like you've been thrown into a complex world with new responsibilities: saving money, navigating...
bottom of page