Financial planning insights for real life.
Notes on money, transitions, retirement, taxes, estate planning, and the emotional side of wealth.
Life Insurance Planning: How Much Coverage Do You Need?
Learn how life insurance fits into long-term financial planning, how much coverage you may need, and when term or permanent policies make sense.
How to Split Money With Your Partner
Combining finances in a relationship isn’t always as simple as splitting everything 50/50. Learn how an income-based approach to shared expenses can create fairness, preserve autonomy, and support long-term financial stability for couples with unequal incomes.
Financial Grounding: How to Reset Your Finances Without the Pressure of Perfection
A new year doesn't require financial reinvention. Financial grounding is about returning to what actually supports your life — and making sure your money still fits who you are right now.