When To Refinance Your Mortgage
Mortgage Rate Trends It’s no secret that homebuyers from 2023, 2024, and 2025 may be eager to refinance. With mortgage rates dropping in 2025 and expected to fall even further,
Financial Planning
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
Our Journey of Comingling Finances Before Getting Married
What does a financial planner reflect on in the final days before getting married??? Finances. Ok. Sure – a couple of other things too… But it’s up there. It’s who
Upbeat Wealth on the News: Property Tax Assessment
Malik Mingo and Mike Turi are discussing the quadrennial assessment for property owners in Orleans Parish on Great Day Louisiana.
Upbeat Wealth on the News: Optimizing Your Savings
Great Day Louisiana’s Malik Mingo speaks with Upbeat Wealth Founder Mike Turi about the importance of exploring the “why” when it comes to your savings.
Upbeat Wealth on the News: Securing the Bag 101
Mike Turi provides tips for negotiating a raise with your employer with Malik Mingo on Great Day Louisiana.
Upbeat Wealth on the News: Finance 101 for Graduates
Mike Turi is back on Great Day Louisiana with Malik Mingo to discuss building healthy financial habits for high school and college graduates.
Upbeat Wealth on the News: Getting Your Finances Ready For Buying A Home
Mike Turi sits down with Greay Day Louisiana’s Malik Mingo to discuss getting your finances ready to purchase a home
Ghost in the Machine: Our Perspective on the Robinhood/GameStop Trading Frenzy
Our perspective on the Robinhood & Gamestop Trading frenzy as well as fiduciary responsibility along with a few fun recommendations when in New Orleans.
Welcome from Upbeat Wealth in New Orleans
Upbeat Wealth partners with XY Planning Network, the nation’s leading organization of fee-only financial planners serving Generation X and Generation Y clients.