Important Milestones for Your Retirement

The Secure Act 2.0

Here is what you need to know about the Secure Act 2.0, RMDs, and how you could be affected.

1 min

Money, Financial Planning, Personal Finance, RMD, Retirement Planning, Financial Security, Retirement

Spring Cleaning and Financial Organization

This time of year, many people start to organize their homes and messy garages. Now is the time to get...

1 min

Financial Planning, Personal Finance, Financial Organization, Lifestyle, Financial Security

Tax Planning

As we are nearing the end of the 2022 tax filing season, I am sure you are thinking the same...

1 min

Financial Plan, Financial Planning, Financial Goals, Personal Finance, Retirement Education, Financial Education, Budget, Taxes, Retirement Planning, Wealth, Money, savings, Lifestyle, Financial Security, Budgeting, Retirement, Economy

How to Write a Financial Plan: The 30-Minute Financial Plan

Everyone should have a financial plan. With an exception for small children, so we’ll go with teenagers and on up....

6 mins

Budget, Retirement Planning, Women and Investing, Wealth, Money, savings, Women and Finance, Financial Planning, Financial Plan, Personal Finance, Financial Goals, Retirement Education, Financial Education, Lifestyle, Financial Security, Budgeting, Retirement, Economy

5 Steps to Cope With Financial Stress

The ebb of the pandemic is leaving a residue of stress in its wake. Americans’ stress levels are running higher...

3 mins

savings, Mental Health, Money, Personal Finance, Retirement Education, Financial Education, Budget, Lifestyle, Financial Security, Budgeting, Economy

What Is the FIRE Movement?

As trends go, the FIRE movement is one of the hottest in personal finance. It’s been popularized by young workers...

5 mins

Money, Investment, Wealth, Financial Planning, financial literacy, Personal Finance, Women and Finance, Financial Education, Budget, Women and Investing, Retirement Planning, Lifestyle, Financial Security, Retirement, Investing

The Gray Divorce Checklist

If you’re over the age of 50 and seeking a divorce, there are some factors you should consider before signing...

1 min

Budget, Retirement Planning, Taxes, Women and Investing, Money, savings, Divorce, Personal Finance, Women and Finance, Retirement Education, Financial Education, Lifestyle, Financial Security, Budgeting, Retirement, Investing

The Relationship Between Athletics in Childhood and Business Grit

As we approach the Basketball NCAA March Madness tournament it got us thinking about the relationship between athletics in childhood...

1 min

Wealth, Financial Goals, Financial Organization, Money, Womens Sports, Business, Financial Planning, Personal Finance, Lifestyle

Meal Planning As a Financial Tool

Sometimes there really are miracle cures. People tend to think that things that save them time and money will be...

3 mins

Financial Planning, Healthy Living, Financial Education, Healthy Lifestyle, Budget, financial literacy, Meal Planning, savings, Money, Lifestyle, Budgeting, Retirement, Investing