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Education Funding: Strategies for Louisiana Residents Saving For College

The Price of Admission When it comes to funding higher education for your children, knowing what it will cost remains the trickiest part of determining how to save for college.
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OBBBA Student Loan Updates

Creating a Student Loan Repayment Plan Let me start by saying that the goal of this article is to provide an objective summary of the changes in the student loan
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Upsizing Your Home

The Benefits of Upgrading Your Home Is this not your first rodeo when it comes to buying a home, and you’re ready to get back on the horse? This blog is
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Understanding Your Paycheck

Understanding Your First Paycheck for College Graduates If you are anything like me, you may be surprised when you get your first paycheck. Until that moment, I had only worked
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Preparing for Movement in the Markets

When Do We Officially Enter a Recession? Recessions are tough to measure definitively, but as the famous saying goes, you know it when you see it. They are typically defined
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Declutter Your Finances: Spring into Action

Spring Is Here, And It’s Time to Declutter Your Finances! We all know how the end of the year goes—dreaming about the year ahead. Perhaps making some grand declarations about
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Term Life Insurance, Group Life Insurance, Avoid Costly Insurance Mistakes

Term Life Insurance: Protecting Loved Ones and Avoiding Mistakes

What is the Greatest Risk to My Family or Loved Ones? For us in New Orleans, we are intimately familiar with homeowners, flood, and auto insurance. Perhaps “intimately familiar with”
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Inauguration, 401k, investments

Presidential Inauguration and Your 401k

Presidential Elections vs. the Stock Market New President = New Investment Strategy? Not so fast!  Historically speaking, there is nothing red or blue about the United States stock market. It’s
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Upbeat Wealth on the News: Planning your Christmas Budget

Mike Turi sits down with host Malik Mingo on Great Day Louisiana’s Christmas in July special about planning your end-of-year gift budget. Great Day Louisiana: Christmas in July Budgeting for
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Upbeat Wealth on the News: Tips for Parents Saving For College

Upbeat Wealth Founder Mike Turi joins Great Day Louisiana’s Malik Mingo to discuss saving tips for education goals and Louisiana’s START 529 Plan. Great Day Louisiana: Saving Strategies for College
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