The Path to Financial Confidence Starts Here

Feeling overwhelmed by financial planning? You don’t have to tackle it all at once! Start with simple actions like tracking expenses, setting goals, and learning investment basics. Each step brings yo... ...more

The Path to Financial Confidence Starts Here

November 04, 20242 min read

The Path to Financial Confidence Starts Here

Defense and Debt: Will You Lose?

Did you know the U.S. now spends more on debt interest than on defense? While that may sound far from your retirement concerns, it could mean higher taxes and fewer benefits down the line. What does t... ...more

Defense and Debt: Will You Lose?

October 29, 20242 min read

Defense and Debt: Will You Lose?

The Day Lisa Finally Took Charge: A Journey to Financial Confidence

Lisa thought she had her finances under control—until a broken refrigerator forced her to face the truth. Her story highlights how auto-pilot spending, the “Yes Woman” syndrome, and not asking for her... ...more

The Day Lisa Finally Took Charge: A Journey to Financial Confidence

October 21, 20244 min read

The Day Lisa Finally Took Charge: A Journey to Financial Confidence

The Cost of Silence: How Maria Reclaimed Her Financial Power

Maria thought she had her finances under control—until a financial wake-up call changed everything. Discover how she reclaimed her financial power by avoiding common money mistakes like untracked spen... ...more

The Cost of Silence: How Maria Reclaimed Her Financial Power

October 14, 20243 min read

The Cost of Silence: How Maria Reclaimed Her Financial Power

The 5 Financial Mistakes Many Women Make—and How to Avoid Them

Many women face hidden financial pitfalls that can hurt their long-term security. From not tracking spending to putting others first, these common mistakes can be avoided with the right guidance. Lear... ...more

The 5 Financial Mistakes Many Women Make—and How to Avoid Them

October 07, 20241 min read

The 5 Financial Mistakes Many Women Make—and How to Avoid Them

Your Relationships with People (Averting a Repeat Situation)

Break the cycle of over giving and reclaim your power. Discover how setting boundaries and prioritizing self-care can lead to healthier, more fulfilling relationships. ...more

Your Relationships with People (Averting a Repeat Situation)

October 01, 20243 min read

Your Relationships with People (Averting a Repeat Situation)

Your Relationships with People (Shifting Roles, Cascading Health)

Balancing caregiving and personal well-being can be overwhelming for women. Shifting roles often lead to emotional and physical burnout, leaving relationships and health at risk. But self-care isn't s... ...more

Your Relationships with People (Shifting Roles, Cascading Health)

September 23, 20243 min read

Your Relationships with People (Shifting Roles, Cascading Health)

HOMESCHOOLING: Haven or Havoc?

Your child's school years are precious and fleeting.

Now could be your best time to step up where your school is letting your child down. Let this series of myth-busting short chapters encourage you.

2 Major Mistakes

Which one will you make?

Which of these 2 retirement mistakes are you making right now? It's impossible to entirely avoid both mistakes.


You won't know for sure which mistake will work out better for you until it's too late.


How to choose?

Finding the Will

(Part 1)

Part 1: Have the will to arrange for a smooth transition when you’re no longer around to answer questions

Have the will to arrange for a smooth transition when you’re no longer around to answer questions (Part 1)


Ensuring your children or other Loved Ones can readily access your important papers when you die entails a sound process versus one or two conversations. You must overcome aversion to the subject of death, procrastination of anything that is long-term, and the tendency to assume things will be fine. Family dynamics can be sweet, spicy, or dicey.

Finding the Will

(Part 2)

Part 2: Getting Organized

While the internet permits convenient access to accounts, policies, and stored documents, it presents a plethora of password management problems. which too many people avoid by succumbing to password laziness, such as:

  • re-using passwords for multiple logins, or
  • use simple, easy to remember passwords, or
  • writing them on sticky notes placed on their monitor or under their keyboard, or
  • keeping them in a spreadsheet on their computer, or
  • letting their browser remember passwords for them

Embrace Your Clarence

Is Clarence your future?


Golden insight from a golden retriever.

Post-Pandemic W.E.L.L.ness

Working, Earning, Learning, and Launching to Thrive

Where life drastically changed forever two years ago, everyone adjusted to the best of their abilities.


Here are a few of the key adjustments--"pandemic pivots"--that sustained some and prospered others.

Prenuptial Adulting

Equip Them for Happily Ever After

“Mom, Dad, we’re getting married!"


“Wonderful, congratulations! Here’s what you both need to do first.”


Equipping newlyweds with essentials of responsibility leaves plenty of life yet to be discovered on their own. Adults understand that love isn’t oogly feelings; it’s a hard choice. It’s putting your commitments and your money where your mouth is.


Many of the following steps also apply to one’s turning 18 years old. Becoming engaged adds urgency and a deadline.

Rethinking Competing Funds for College and Retirement

We live in a time of skyrocketing inflation topping decades of unbridled higher education costs.


Is the tension between funding your retirement and funding (at least partially) your children’s college education keeping you up at night?


You’re not alone.

Married? Is Your Endgame 100% or Just 50%?

Are you single? That other 50% could be whoever is most important to you.

Multiple unforgiving players factor into your retirement and estate plans (collectively your “endgame”). Household names include the Internal Revenue Service, the Social Security Administration, and the Center for Medicare and Medicaid Services. Key decisions with these players are nearly impossible to reverse. Plus, if you qualify for a pension, how you activate it is another irreversible decision.

Are you more of a planner than your spouse? It’s all too common for one spouse to blindly trust the planning spouse. Countless endgame “plans” were created by 50% of a couple:

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