Deborah L. Meyer, CPA/PFS, CFP®
CEO, WorthyNest LLC
Deborah L. Meyer, CFP®, CPA/PFS, CEPA and AFCPE® Member, is the award-winning author of Redefining Family Wealth: A Parent’s Guide to Purposeful Living. Deb is the CEO of WorthyNest®, a fee-only, fiduciary wealth management firm that helps Christian parents and Christian entrepreneurs across the U.S. integrate faith and family into financial decision-making. She also provides accounting, exit planning and tax strategies to family-owned businesses through SV CPA Services.
Deb has been featured in The Wall Street Journal, Forbes and CNN Business and is a contributor to Kiplinger. She is a 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting and received the 2018 AICPA Standing Ovation Award. Deb lives in Florida with her husband, Bryan, and three sons.
Phone: 636.344.0415 (Office) | Direct: 314.397.6817 | E-mail: deb@worthynest.com | Website: www.worthynest.com | Facebook | LinkedIn
Does It Make Sense to Buy a House Now?
buying a home
Does It Make Sense to Buy a House Now?
Yes, mortgage rates are low, but that’s not the only factor to consider. See if you are the type of person who should jump into the housing market now…
May 22, 2021
Which Debt Is ‘Good Debt’ and Which Is ‘Bad Debt’?
debt management
Which Debt Is ‘Good Debt’ and Which Is ‘Bad Debt’?
Not all debts are created equal. Some help you get ahead. Others should be avoided at all costs. Here’s how to tell the difference and how to handle y…
November 25, 2020
Be a Budgeting Expert: How to Track Spending with a Detailed Budget
Budgeting
Be a Budgeting Expert: How to Track Spending with a Detailed Budget
Want to go beyond the Envelope Budget? Try this free budgeting spreadsheet to draw up your own plan and get a firm grip on where your money is going. …
November 19, 2020
The Envelope Budget: How to Make It Work for You
Budgeting
The Envelope Budget: How to Make It Work for You
An oldie but goodie, the envelope budget is a great place to start for beginning budgeters. Here’s how it works.
November 18, 2020
Don’t Be a Budget Hater
Budgeting
Don’t Be a Budget Hater
Budgets don’t exist to make your life miserable. In fact, they’re there to make your life better. My own budget evolution shows how having a spending …
November 17, 2020
Are You Underestimating Your Need for Disability Insurance?
insurance
Are You Underestimating Your Need for Disability Insurance?
Long-term disabilities are probably more common than you think: About one-third of us will experience one before age 65. But before you buy insurance,…
September 9, 2020
Building Wealth as Parents During Uncertain Times
retirement
Building Wealth as Parents During Uncertain Times
Parents have a lot weighing on their minds right now. Here are three truths they can rely upon, and three ways to shore up their finances during this …
April 9, 2020
5 Causes of Marital Money Stress (and How to Fix Them)
retirement
5 Causes of Marital Money Stress (and How to Fix Them)
Financial frustrations can be major sources of tension in any marriage. Here are some practical tips and strategies to work through the most common mo…
July 11, 2019
Pessimists Never Prosper: Try an Abundance Mindset Instead
Investor Psychology
Pessimists Never Prosper: Try an Abundance Mindset Instead
Even if you're a perpetual pessimist, there are ways to channel your thinking into a more positive direction, and that can help reap benefits for your…
May 2, 2019
4 Simple Habits to Build Wealth Faster
savings
4 Simple Habits to Build Wealth Faster
Sure, making a lot of money helps, but research shows there are four behaviors that can be even more important to building true wealth.
January 30, 2019
Emergency Funds Can Have a Surprising Downside
Making Your Money Last
Emergency Funds Can Have a Surprising Downside
If you're only saving for emergencies, you’re missing out. Go beyond that with an opportunity fund. My family tapped our opportunity fund twice last y…
January 22, 2019
Budget Travel Tips Straight from a Financial Planner's Own Family Trip Abroad
Travel
Budget Travel Tips Straight from a Financial Planner's Own Family Trip Abroad
Here's what my family of five actually paid for three months of travel to Spain and how we kept our costs low. We aren't rich, but we know how to care…
October 2, 2018
Don't Let Coulda, Woulda, Shoulda Derail Your Dreams
Travel
Don't Let Coulda, Woulda, Shoulda Derail Your Dreams
If you have a big goal, what's stopping you? Don't let life get in your way. Instead, do what my family did: Quit waiting for someday, and just do it.
August 31, 2018
Health Insurance Too Expensive? A Cheaper Option to Investigate
insurance
Health Insurance Too Expensive? A Cheaper Option to Investigate
They aren't for everyone, but health care sharing programs are a faith-based alternative to traditional health plans that can save some people money. …
August 30, 2018
When 'Rules of Thumb' for Life Insurance Aren't Appropriate
insurance
When 'Rules of Thumb' for Life Insurance Aren't Appropriate
If you are one of these three types of people, going by the usual insurance "rules" could cause you to buy too much coverage, not enough coverage or t…
May 2, 2018
5 Ways to Maximize Your Charitable Giving
taxes
5 Ways to Maximize Your Charitable Giving
A donor advised fund is my go-to charitable giving vehicle for many reasons, but there are a few other ways to gift to charities and do the most good …
March 6, 2018
Why Stock Market Volatility Has Officially Arrived
Markets
Why Stock Market Volatility Has Officially Arrived
Looking at what’s going on in the economy reveals the reasons why the markets have entered a period of wide swings.
February 21, 2018
How to Set Goals for Yourself and Make Them Happen
savings
How to Set Goals for Yourself and Make Them Happen
Do you want to change careers in 2018? Devote more time to volunteering? Or how about saving $50,000 over the course of the year? Here's how to set an…
January 18, 2018
What the New Tax Overhaul Means for You
taxes
What the New Tax Overhaul Means for You
Here are some important changes that it could pay to anticipate.
December 20, 2017
House Hunters: Learn from My Rookie Mistakes
Smart Buying
House Hunters: Learn from My Rookie Mistakes
When I bought my first home in my 20s, I had worked hard and saved for a down payment. But I didn't do all the homework a buyer should do. Looking bac…
December 15, 2017
Do Not Let Money Ruin Your Marriage
spending
Do Not Let Money Ruin Your Marriage
We all bring our own attitudes about spending, saving and sharing into our relationships. Some styles work great together, and others are destined for…
December 6, 2017
A Deeper Dive into 529 College Plans
529 Plans
A Deeper Dive into 529 College Plans
If you're confused about the difference between 529 college savings plans and prepaid tuition plans and all their ins and outs, you're not alone. But …
August 25, 2017
Quiz: How Well Do You Know 529 College Plans?
529 Plans
Quiz: How Well Do You Know 529 College Plans?
Do you know which kind of savings plan has no market risk? Do you know whether you'd lose money if your child didn't go to college? How about the rule…
August 2, 2017
Debunking the Myths of 529 Plans for College Savers
529 Plans
Debunking the Myths of 529 Plans for College Savers
Like saving for retirement, you can never start too early on saving for college. Take a quick true-and-false quiz to see if you grasp the power of 529…
June 27, 2017
Smart Ways Entrepreneurs Can Finance Growth Using Debt
business
Smart Ways Entrepreneurs Can Finance Growth Using Debt
No one likes debt, but it can be the difference between a failed venture and a thriving business. From 12-month-interest-free business credit cards to…
May 2, 2017
Is the End of Jobs Coming? Employees Beware
retirement
Is the End of Jobs Coming? Employees Beware
Entrepreneurship is a path that more workers could find themselves on soon, like it or not. Survival strategies are required for self-starters, and th…
April 12, 2017
How to Live for Today and Still Save for Tomorrow
savings
How to Live for Today and Still Save for Tomorrow
Whether you dream of traveling around the world or buying a yacht, here are five steps that can help make it happen.
April 4, 2017