Conscious Money Part 2: Investing

In this installment of Conscious Money, I cover how to invest in high-impact funds or with high-impact investment firms.

Conscious Money Part 1: Banking

A client of mine asked me a great question recently: how can I bank and invest consciously? Her priorities are to specifically divest from the fossil fuel and war-related industries, which many of the major banks unfortunately invest heavily in. She is a part of a growing number of consumers, including myself, looking to doContinue reading “Conscious Money Part 1: Banking”

Big Goals are Never Too Big

My husband and I have started planning to grow our family, and the biggest ticket item I’m worried about is our children’s college educations. In 2020, it costs ~$13,000 per year – just in tuition – to attend my alma mater UCLA. So that’s $52,000 per child for a four-year period in 2020 dollars, whichContinue reading “Big Goals are Never Too Big”

How to Rollover an Old Retirement Account to an IRA

I switched jobs a lot in my early professional years. If I no longer enjoyed the job, whether the work itself or the environment changed for the worse, my wandering eye looked elsewhere. A natural consequence to switching jobs a lot was having plenty of opportunities to rollover an old retirement account into an IRAContinue reading “How to Rollover an Old Retirement Account to an IRA”