Two Questions
I enjoyed listening to Carl Richard’s conversation with Oliver Burkeman on 50 Fires: Money and Meaning with Carl Richards. Two thought-provoking questions stayed with me: Are you using money to
2025 Blog
News and Resources
"Cornerstone Content"
Maybe, It’s Not About the Money
✨ Why Your Spending Isn’t About the Money We like to think we make financial decisions based on logic. But in reality, our choices—especially around spending—are guided by something much
2023 Key Numbers-Protection Planning
2023 and 2022 numbers for LTC premium deduction limits, per diem limits, health savings accounts, flexible spending accounts and archer medical accounts. Eligible long-term care premium deduction limits:
2023 Key Numbers-Retirement Planning
2023 and 2022 contribution rates for employer and individual retirement accounts, including income phase-outs for IRA deductions and ROTH IRA contributions. Employee/individual contribution limits Elective deferral limits 2022 2023 401(k)
"blog posts"
The money story you’re still living
Most of us didn’t sit down one day and decide how we’d feel about money. We inherited it. From the way our parents talked or didn’t talk about finances….
Money carries stories
I was talking with a friend recently about money and about the book I’m writing. She shared how she and her siblings each related very differently to the wealth they…
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…
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…
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…
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….