It’s that time of year! Here are some resources and tools to help you intentionally plan and create healthy, mindful, financial goals.

As we come up on the end of the year, we may be more aware of our expenses feeling tighter or other people's expectations running up against our own financial boundaries.

Curious about opening a high-yield savings account? Interested to know where you line up with your retirement goals? Whatever it may be, I’ve got the tools for you.

What are the benefits?

High-yield savings accounts earn higher interest than most basic checking and savings accounts; hence the term "high-yield".

Goal setting can get a bad rap. Especially when we spend most of the time comparing and despairing. I suggest an alternative approach. Let's take this time to pause and refocus our intentions on potential long-term goals.

Have you set up a beneficiary for your financial accounts? Read on to learn why this is so important!

Studies have shown that self-control is fragile and shouldn't be relied upon. Good to know it's not just me! So how can we make things easier on our finances?

When difficult circumstances arise, ideally we don't have to manage the financial hurdles in addition to the weight of the situation itself. That's why it's important to build (or set aside) emergency funds.

Reflecting on your money stories and the lessons you learned about money growing up can help you better understand the root of current financial behaviors.

Do you have someone you can talk to about money issues or goals? Perhaps a friend, partner, family member, etc?

If you've been playing along with our bingo series by now you'll have a better sense of your expenses and current account totals. It's a great time to create some short-term goals for yourself.

Log into your credit cards or other relevant accounts (debit card, etc) to see all of your recurring monthly discretionary expenses. List them out! These are expenses like Spotify, Hulu, New York Times, LinkedIn, Peloton, etc.

For many of us, the majority of our spending transactions are on credit cards. This week we're going to review your most recent credit card statement. If you have multiple cards you can log in to review each or pick your primary spending card to review. Take a deep breath, you've got this!

Do you know your financial account passwords? Are you nervous about seeing the amounts? Whatever emotions come up for you are okay. The purpose of this exercise is gather information with an open and curious mind.

Do any of these frustrations sound familiar?

I can't find the login page!

Where are my previous employer's retirement savings?

Which bank did I open that high-yield savings account in?

This week we're going to kick off our Finances for Feminists Financial Bingo Series! Each week we'll highlight one item on the board and I encourage you to play along. By the end of the series you'll have taken concrete action steps towards your financial wellness and feel more empowered and in control of your finances!

After a long covid relief pause, student loan payments are due again this October 2023. Are you ready? Use these resources below to get your financial house in order.

Want budgeting to be easy, straightforward, and simple?

What is Ethical Investing?

Check out these free community resources!