7 Year-End Money Moves to Make Before 2026
Year-end planning is essential—it gives you a solid foundation for the year ahead. When you take time to assess where you stand today, you gain...
Why Your Thoughts Matter More Than Your Salary
Transcript: When most people think about money, they immediately think about numbers — income, bills, debt, investments. But the...
5 Ways Women Can Start Investing to Build Lasting Wealth
Video Transcript: It’s no secret—women face some unique challenges when it comes to building wealth. From pay inequities to longer lifespans to...
What’s Your Money Story… and Why It Matters More Than You Think
Your money story is the narrative (often subconscious) that quietly influences every financial decision you make. It shapes how you think, feel,...
Financial Power Is Self-Power: Why Women Over 40 Must Take Charge
Many of you know my story about how I let someone else manage my money and they lost it all, but what you may not know is that this happens more...
Why May Is the Perfect Time to Start Tax Planning for 2025
It might sound a little surprising, but May is actually the best time to start tax planning for 2025. Why? Because the pain of filing (and maybe...
Personal Money Management: Essential Services for Seniors and Busy Professionals
The Growing Need for Financial Assistance In today’s fast-paced world, managing daily finances can quickly become overwhelming. From...
IRS Announces Changes to Contribution Limits for 2025
Here are some important contribution limits to be aware of for 2025: Type of Account Individual Contribution Limit Catch-up Amounts...