8 Savvy Ways to Invest Your Tax Refund

Now that tax season is over, you're probably anxiously awaiting your refund and daydreaming about all the fun, frivolous ways you could blow it. Not so fast, my friend. Commit to spending your refund wisely and putting those dollars to work for you. Here are eight savvy suggestions!

How I Passed the CFA Level I Exam On My Own in Just One Month

Plus a Free Sample Study Schedule and Tips & Tricks!

Last week, I found out that I passed the December CFA Level I exam. After studying for just one month, I was thrilled to learn that I had succeeded. Since I've received a few messages asking for advice, I thought I'd share my systematic study process here.

17 Money Resolutions to Make in 2017

We're a few weeks into 2017. By now you're either kicking a**, or you've entirely given up on the resolutions you set for yourself. Either way, it's a perfect time to focus on one of the areas we often forget about when setting resolutions: our finances.

So here are 17 financial resolutions to get you on track in 2017!

Exclusive Interview for Fiduciary News

Cheers to what is hopefully the first of many exclusive interviews for ReisUP!

This week, I had an incredible opportunity to talk to Chris Carosa at Fiduciary News about millennials and money.

7 Investing Mistakes Millennials Are Making

"No, I don't consider myself an investor." According to a recent study by Fidelity, that's the response you'll get from 91% of millennials even though 63% of them have some kind of investment account. Clearly there's a disconnect here, and it's causing millennials to make some serious investing mistakes.