Download: 2025 Reference Guide (Important Numbers)
Starting a Family: Financial Steps to Prepare for Children
Whether you’re planning for your first child or expanding your family, preparing financially can reduce stress and provide a secure foundation for your little one
Caring for Aging Parents: Financial Considerations and Resources
Caring for aging parents is one of the most profound acts of love, but it comes with financial, emotional, and logistical challenges
How to Financially Prepare for Early Retirement
Whether you’ve heard of the FIRE (Financial Independence, Retire Early) movement or are exploring retirement on your own terms, understanding the steps to prepare is critical.
The Psychology of Money: How Emotions Affect Financial Decisions
Money is more than numbers in a bank account; it’s deeply tied to our emotions, values, and experiences
Roth Conversions: When They Make Sense and How They Work
A Roth conversion can be a powerful financial strategy, but it’s not for everyone
Bitcoin ETFs: A Smarter, Simpler Way to Invest in Crypto
Should I invest in Bitcoin?" or "Isn’t it too risky?
The Best Side Hustles for Kids & Teens to Fund a Roth IRA (2025 Edition)
Investors I’ve worked with often tell me they wish they had started sooner. The reality is, with the right strategy, a child can turn small contributions into hundreds of thousands—even millions—by retirement
How Your Astrological Sign Shapes Your Relationship with Money
I’m not saying your birth chart dictates your financial future, but understanding these tendencies can help you recognize strengths, overcome weaknesses, and make better money decisions.
