2026 Tax Changes: What Matters for Financial Planning
A clear overview of the 2026 tax changes and inflation adjustments, with planning context for individuals, business owners, and families.
A Grounded Financial Reset for the New Year
A new year doesn’t require financial resolutions or pressure. This post offers a grounded, psychology-informed approach to revisiting your finances with clarity, stability, and intention.
Financial Planning Month Meets Domestic Violence Awareness Month: Why the Connection Matters
October is both Financial Planning Month and Domestic Violence Awareness Month. These two themes are more connected than many realize. Financial education can be a lifeline to safety, security, and independence.
Retirement Isn’t About Stopping Work — It’s About Choice
Retirement today is less about leaving work and more about creating options. The goal is flexibility, so you can design a life that feels like your own.
The Intersection of Money and Mental Health: How Financial Stress Impacts Your Well-Being
Money shapes far more than your bank account. It influences your health, your choices, and your peace of mind. Here’s how financial stress shows up and what you can do about it.
Employer Equity: A Key Part of Your Wealth-Building Strategy
Stock options and RSUs can be confusing, but they also hold real potential. Learn how to approach your employer equity with clarity and strategy.