IMPACTfolio, LLC
We are fee-only fiduciaries that provide IMPACT Investment strategies and comprehensive financial pl
10/07/2026
Do you feel like it's time for a raise and are considering asking for one? Get what you think you deserve by being proactive and trying these negotiation techniques.
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How to Negotiate a Pay Raise - 4 Techniques to Try Feel like it's time you deserve a raise and are considering asking for one? Get what you think you deserve by being proactive and trying these four techniques.
09/23/2026
Talking to your kids about money doesn't have to be awkward. Learn how to start age-appropriate wealth conversations early, teach values alongside finances, and help prepare the next generation for responsible financial decision-making.
Preparing the Next Generation: How to Talk to Your Children About Wealth Talking to your kids about money doesn't have to be awkward. Learn how to start age-appropriate wealth conversations early, teach values alongside finances, and help prepare the next generation for responsible financial decision-making.
09/10/2026
Money and relationships don’t have to be complicated, but without clear boundaries, they unfortunately can be. This blog walks through how to navigate lending with confidence so you can protect both your finances and your relationships.
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Tips on Setting Financial Boundaries with Friends and Family Money and relationships don’t have to be complicated, but without clear boundaries, they unfortunately can be. This blog walks through how to navigate lending with confidence so you can protect both your finances and your relationships.
08/26/2026
The government publishes several inflation rates, each measuring something different. Learn why the CPI-W used for Social Security differs from the CPI-U, CPI-E, and PCE—and why the inflation rate that matters most is the one you're actually living with.
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The Many Ways to Measure Inflation Not all inflation rates are the same. Here's which one might affect your retirement income.
08/12/2026
Hiring a CPA can be a time-efficient, money-saving endeavor — but finding the right one can be a challenge. To make the best choice for your business, ask these 7 essential questions before deciding who to work with.
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Looking to Hire a CPA for Your Business? 7 Important Questions to Ask First Hiring a CPA can be a time-efficient, money-saving endeavor — but finding the right one can be a challenge. To make the best choice for your business, ask these 7 essential questions before deciding who to work with.
07/29/2026
Consider yourself a golf guru? Take a look at our top six insider secrets to help you ace your next game on the world's best courses.
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Insider Secrets From the World's Top Golf Courses Consider yourself a golf guru? Take a look at our top six insider secrets to help you ace your next game on the world's best courses.
07/01/2026
The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology?
https://buff.ly/p7DRaJF
Understanding (and Avoiding) the "Money Illusion" The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology?
06/17/2026
Want an easy method to estimate how many years it’ll take for your investments to double? The Rule of 72 is a handy shortcut. This quick guide will walk you through the essentials.
What Is the Rule of 72? An Introduction for Investors Looking for a simple formula to figure out how many years it will take for your investments to double? The Rule of 72 can help. This simple guide will help answer your questions.
06/10/2026
While there’s no steadfast rule to handling income inequality, there are a few important takeaways you and your spouse can discuss to help level the playing field.
My Spouse Makes More Money Than Me. What Do We Do? Try this strategy to handle income inequality and avoid money conflicts.
05/20/2026
Even if you hardly keep up with financial advice, you’re sure to know Warren Buffet’s name. As one of the most prolific investors and financial experts, he has many great quotes. Here are some of the best!
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