


Finding Your Financial Freedom
Does Money Actually Equal Freedom? Childhood memories have a profound impact on our perspectives, and for me, my grandfather’s advice to “work hard and pay myself first” still resonates. His belief that “money equals freedom” has shaped my approach...
Money Scripts
April is Financial Literacy Month in the United States, and it’s a great time to focus on promoting smart money habits. While it’s important to understand the math and mechanics of personal finance, we also need to address the psychological side of money,...
Annual Financial Checklist
The actions you take today, and over the next few months, can have large impacts on your financial wellness (and maybe even your tax bill in April).

Insurance: How to Protect Your Loved Ones
In life, sometimes the unexpected happens. Accidents, injury, illness, and sometimes greater tragedies. It’s common that these are things people don’t like to talk about, let alone plan for. But the reality is, if something happens to you, there are financial...