Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
What Makes Estate Planning Different for Women?
Estate planning is often framed as something you do “for later” - a set of legal documents that only matter after you’re gone.But for women, estate planning should be much more immediate than that.It’s about protecting your...
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How Women Can Protect Their Independence Through Longevity Planning
For many women, longevity is both a gift and a financial planning challenge.In the U.S., women’s life expectancy at birth is 81.1 years, compared with 75.8 years for men, a gap of 5.3 years, which means retirement can last longer,...
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Worried About Running Out of Money in Retirement? Here’s What to Do
Retirement planning has a way of bringing up questions we’d rather not think about.What if I outlive my money?What if healthcare costs spiral?What if something unexpected throws everything off track?These aren’t irrational fears;...
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Do Traditional Money Rules Still Work?
If you’ve ever Googled “how much should I save” or “how much house can I afford,” you’ve probably come across the same financial rules over and over again.Save 10%.Spend 30% on housing.Withdraw 4% in retirementThese rules sound...
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When Inheritance Becomes Real: Navigating the Emotional and Financial Impact
Losing someone you love is hard enough. But when that loss comes with an inheritance, whether it’s money, property, or family heirlooms, it can bring up a complicated mix of emotions. Gratitude, guilt, uncertainty, even pressure to “do...
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Protecting What You’ve Built: Why Every Business Needs a Buy–Sell Agreement
Building a business takes years of hard work, long hours, and plenty of faith. But what would happen to your business if one of your partners were to retire, become disabled, or unexpectedly pass away?That’s where a buy–sell agreement...
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Why Every Financially Independent Woman Should Consider a Prenup
You’ve found the love of your life. The wedding planning has started, you’re heading to IKEA tomorrow to find a display case that will make all his football paraphernalia look at least a little more palatable – even your dog and his...
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Smart Tax Strategies for Women Entrepreneurs
Let’s be honest: no one starts a business because they’re excited about taxes. But once the money starts flowing, taxes become impossible to ignore.The good news is that entrepreneurship gives you far more control than a traditional...
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Trusts 101: When to Set One Up, Why It Matters, and How It Protects What You’ve Built
The beginning of the year has a way of nudging us into organization mode. Closets get cleaned out, files get sorted, and that stack of “important documents” finally gets some attention. For many people, this is also when we start...
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From Vision to Strategy: Planning the Next 3–5 Years of Your Business
When many of us started our businesses, we had dreams of serving others or maybe bringing a much-needed product to the masses. We were excited and energized about the possibilities. We had a vision of where we wanted to go.But many...
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Pause, Reflect, Reset: A Calmer Approach to Closing Out the Year
The week between Christmas and New Year’s is a rare kind of quiet; the world slows down just enough for you to hear your own thoughts again, the rush of the holidays fades, the to-do lists shrink, and suddenly there’s room to breathe....
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The Year in Review: What Your Money Taught You in 2025
Before you race into 2026 with fresh goals and clean spreadsheets, take a breath. One of the most powerful financial habits you can build isn’t about saving, investing, or tracking - it’s simply looking back. The end of the year offers...
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Year-End Giving Strategies: Tax-Smart Ways to Make a Difference Before December 31st
As the year winds down, many people feel the pull to give back to the causes, organizations, and communities that matter most. But charitable giving isn’t just good for the heart - it can also be good for your finances. With a little...
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Some of My Favorite Recipes to Help You Through the Holidays!
With the holiday season coming up, I know I'm not the only one who goes through decision fatigue - especially when it comes to planning menus. I'm always looking for some go-to recipes I know I can count on, either for a quiet night...
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The 60/40 Portfolio: Still the Standard, or Time for Something New?
For years, the 60/40 portfolio - 60% stocks and 40% bonds - has been held up as the “classic” retirement mix. It’s balanced, it’s simple, and it’s often been treated as the sweet spot between growth and stability. But here’s the thing:...
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Year-End Giving Strategies: Tax-Smart Ways to Make a Difference Before December 31st
As the year winds down, many people feel the pull to give back to the causes, organizations, and communities that matter most. But charitable giving isn’t just good for the heart - it can also be good for your finances. With a little...
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How to Go About Selling a Business: Insights from Broker Tatiana DeMoraes
Selling a business is one of the biggest financial decisions you’ll ever make. But according to business broker Tatiana DeMoraes, far too many owners wait until they’re “ready” to sell—only to find out they’re late to the game....
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Creating a Self-Care Routine that Actually Fits Your Life
September tends to sneak up on us, doesn’t it? One minute you’re soaking up the last of summer, and the next you’re juggling back-to-school chaos, busy work schedules, and the start of holiday planning. Somewhere in all of that? You....
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Fall Financial Planning Tips: RMDs, Tax Prep, and Gifting Strategies
Some people wait until December 31st to scramble through receipts, retirement balances, and tax folders. You’re not going to be one of those people. You’re here because you’d like year-end to feel less like a fire drill and more like a...
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What the Big Beautiful Bill Means for Your Paycheck and Retirement Plan
The Big Beautiful Bill of 2025 has made big headlines for changing how much tax many Americans will pay on their Social Security benefits. But despite the bold promises and the celebratory language, its impact is a bit more nuanced,...
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Empty Nest, Now What? Finding Purpose and Financial Clarity
No one really prepares you for the quiet. After years of packed lunches, college tours, and laundry that somehow reproduced overnight, the silence of an empty home can feel… deafening. The calendar’s suddenly wide open, but instead of...
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How to Pay Yourself First When You’re a Contractor
With 64 million freelancers in the U.S., financial planning for the gig economy has only gotten more important over the years. If you’re a contractor, freelancer, or self-employed go-getter, you already know the drill: Some months feel...
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Creating a Life Resume: Tracking the Stuff That Really Matters
When was the last time you updated your LinkedIn profile? Chances are, you listed your current job, maybe a few career highlights, and some impressive-sounding skills like “strategic leadership” or “project optimization.” But here’s a...
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SEP IRA vs. Solo 401(k): Which Is Right for Your Business?
If you're self-employed or own a small business with no full-time employees (other than your spouse), setting up a retirement plan can feel like another overwhelming item on your to-do list. But here’s the good news: you’ve got great...
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“Why Am I More Tired After Vacation?!” A Survival Guide for Women
If you’ve ever experienced prepping weeks in advance for a family vacation only to watch your husband throw a few things in a bag the night before…you are likely familiar with the burnout that can come from traveling. That’s because...
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How Financial Planners Might Spot Money Gaps You Didn’t Know You Had
If you’ve been managing your money on your own for years - juggling 401(k)s, budgeting apps, Roth IRAs, maybe even a rental property or two - you’re not alone. Many women and couples in their 40s and 50s have done a great job DIYing...
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Smart Travel Tips for Multigenerational Vacations
If you’ve ever booked a hotel that has both a water slide and a wheelchair ramp, congrats—you’re probably deep in sandwich generation territory. That means you're balancing the needs of growing kids, aging parents, and your own desire...
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What Should We Expect in 2022?
I was recently on a call with American Funds/Capital Group, they had some insightful information in their 2022 Outlook Edition and I wanted to share some of this information with you.Here is a summary of what they are predicting:...
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What to Expect in 2022
I was recently on a call with American Funds/Capital Group, they had some insightful information in their 2022 Outlook Edition and I wanted to share some of this information with you.Here is a summary of what they are...
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Federal Tax Update
As the country moves forward from the effects of the Coronavirus and the 2020 elections, it is time to consider potential key tax law changes that may affect you in 2021 and beyond. Given the 2020 election results and the Tax Cuts and...
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