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Thoughts and musings
on the world of personal finance.

July 09, 2024

Our New Credentials: What We Can Offer You

Dana Edwards, CFP®, CSRIC®, EA
With new credentials comes new expertise that we can’t wait to share with you!
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July 02, 2024

Build A Supportive Financial Network: Finding LGBT-Friendly Financial Advisors

Dana Edwards, CFP®, CSRIC®, EA
Helping you navigate the financial landscape as a proud member of the LGBTQIA+ community.Helping you navigate the financial landscape as a proud member of the LGBTQIA+ community.
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June 18, 2024

Protecting Your Finance: Financial Planning for LGBTQIA+ Individuals and Couples

Dana Edwards, CFP®, CSRIC®, EA
Helping you navigate the financial landscape as a proud member of the LGBTQIA+ community.Helping you navigate the financial landscape as a proud member of the LGBTQIA+ community.
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June 10, 2024

Empowering Women through Financial Education

Chelsea Wilsey, Director of Business Development
Bye-bye, Finance Bro - Now it’s the Girl-Boss era!
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May 29, 2024

Finance Hacks Series: What to Do When you Owe the IRS More Money

Chelsea Wilsey, Director of Business Development
Tax Tips to Get Ahead in 2024.
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May 08, 2024

Finance Hacks Series: What to do With Your Tax Refund

Chelsea Wilsey, Director of Business Development
Think of a refund as the government paying you back money you loaned them.
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April 23, 2024

Simplifying Financial Decision Making with Expert Guidance

Dana Edwards, CFP®, CSRIC®, EA
A Comprehensive Guide to Savings Types and Advisor Support
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November 03, 2023

Bridging the Gap

Chelsea Wilsey, Director of Business Development
The Urgent Need for Financial Accessibility in the LGBTQ+ Community
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October 06, 2023

Securing Your Team's Future: The Vital Role of 401(k) Planning for Small Business Owners

Chelsea Wilsey, Director of Business Development
The Vital Role of 401(k) Planning for Small Business Owners.
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July 03, 2023

ESG Ticker Symbols- How do I know What to Pick?

Chelsea Wilsey, Director of Business Development
What ticker symbols to look out for depending on your personal ethics. and passions
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June 19, 2023

Why Hire a Financial Advisor?

Chelsea Wilsey, Director of Business Development
You’re a part of the financial industry, work with a professional to get the most our of your savings.
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June 12, 2023

ESG: What is it and Why do it?

Chelsea Wilsey, Director of Business Development
Environmental, Social, and Governance Investing: What is it and Why do it?
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February 18, 2023

Health, Wealth, Lifestyle

Chelsea Wilsey, Director of Business Development
In her debut blog post, Business Development Director Chelsea Maralason advocates for a healthy, balanced participation in our financial lives.
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November 05, 2021

Financial Fundamentals Series: The Value of Life Insurance as a Millennial

Dana Edwards, CFP®, CSRIC®, EA
A good permanent life insurance policy is one of the best investments you can make. Starting when you are young makes a huge difference.
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September 03, 2021

Financial Fundamental Series: Retirements Accounts and Taxation

Dana Edwards, CFP®, CSRIC®, EA
How you plan your financial life determines how much of your retirement savings you get to keep.
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August 27, 2021

“What” and “How” of Financial Planning

Dana Edwards, CFP®, EA, MBA
Financial planning is essentially putting a strategy in place that empowers you to make better financial decisions over time. It requires diligence, patience, and a willingness to change old habits and begin new ones.
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August 20, 2021

Financial Planning for Everyone

Dana Edwards, CFP®, CSRIC®, EA
Financial advising is not so much about one person with a lot of knowledge and expertise telling you what to do with your money, it’s broader than that, and far more long-term.
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August 13, 2021

Financial Fundamentals Series: Understanding Risk

Dana Edwards, CFP®, CSRIC®, EA
Whether you consider yourself a conservative or aggressive investor, avoiding risk entirely is impossible.
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August 06, 2021

Your Financial Why

Dana Edwards, CFP®, CSRIC®, EA
Sure, everyone knows saving money is a good idea. The vision of retirement is as ingrained in the American psyche as apple pie. What is not so clear, however, is what makes that vision of financial freedom in the future so important that you are willing to build financial habits and make financial changes today.
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July 30, 2021

Becoming Friends with Your Inner Dissuader

Dana Edwards, CFP®, CSRIC®, EA
Starting something new is often like standing at the edge of an ocean. The sun feels great, the ocean breeze is serene, and the water gently lapping at your feet is sublime. But then, when your cares are just starting to drift away and you close your eyes to enjoy, a wave rolls in, knocks you over, and steals one of your sandals. Your moment of calm is over.
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July 23, 2021

Welcome to Upbeat Financial

Dana Edwards, CFP®, CSRIC®, EA
Hello, fellow wanderer! And welcome to Upbeat Financial, a island oasis in a sea of sameness. Amidst waves of jargon, storms of online calculators, and schools of robo advisors, your innate currents have led you here, an island of calm reflection, excitement, and desire to make positive change. Here on the Upbeat Financial Archipelago, we learn to nurture a vibrant financial landscape and cultivate a content, confident, thoughtful Future Financial Self.
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