Use the 1% auto-increase savings strategy to capture your 401(k) match, pay down high-interest debt, and pay your future self first—without feeling it.
Time vs money trade-off, solved in 5 minutes. Use a simple scorecard to buy back time, protect energy, and free attention after significant life changes.
Align your money with your values through values-based financial planning—especially after divorce, widowhood, or life transitions.
What is financial freedom? It’s more than money. Learn how to define and feel financial freedom, especially in life’s next chapter.
New IRS rules require annual RMDs for many inherited IRAs. Learn what non-spouse beneficiaries must know to avoid costly mistakes.
Discover why your financial plan should support your physical and emotional health. Watch the video and learn more today.
The new 2025 tax law makes major changes to deductions, credits, and retirement planning. Learn how the OBBBA may affect you.
Reimagine financial goal-setting as flexible and personal, especially during life transitions. Start with possibilities, not pressure.
Multigenerational family vacation planning tips to create lasting memories, balance needs, and align with your financial goals.
Learn how to protect your finances during divorce by avoiding 3 common mistakes women often make. Start fresh with confidence.
Discover how life-centered financial planning helps you align your money and resources with your values, especially during significant life transitions.
Discover how to reclaim your freedom to choose your life by aligning your reactions, goals, and values during times of transition.
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