2025 Blog

News and Resources

2026 retirement numbers

Retirement contribution rates 2026

Not sure how much you can save into retirement this year? If you’re just now reviewing your plan, both employer retirement plan and IRA contribution limits have gone up—and there’s

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Sometimes, you need to slow down to speed up

Permission to slow down

Permission to slow down January often kicks off with pressure: plan faster, go harder, get ahead. But this year, I’ve noticed something different. Clients, friends, and even people I follow

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Money stress doesn't take a holiday

Money stress doesn’t take a holiday

Money Stress Doesn’t Take a Holiday One moment you’re laughing with family or friends. Next, you’re stressing about overspending or judging the choices you made earlier in the year. Sound

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Retiring Abroad? Plan ahead.

Retiring Abroad?

Thinking of retiring overseas? Read this first. I was recently introduced to a couple now living in Morocco. Lovely people; thoughtful, curious, and wanting to get organized around their finances.

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Are you living a full life or a busy one?

A full life or a busy one?

Busy or Full? A Reflection on Time, Money, and the Choices We Make The other day, I nearly skipped a monthly peer group call, planning to catch the recording later.

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