Small business owners and self-employed individuals have several retirement plan options, with SEP IRAs and Solo 401(k)s being two popular choices. Each offers distinct advantages and limitations that could impact...
Investing & Risk: Your Journey, Your Rules đźš—đź’¨ The other week, I shared a story about driving to Key West while Hurricane Milton loomed up north. Some people might have canceled...
“I can’t afford it” isn’t always true. More often, it means, “I don’t see the value in it.” The way we talk about money matters. What stories are you telling yourself? If something...
Your relationship with money is more than the numbers—it’s shaped by what you believe, how you feel, and the story you tell yourself about money. Think about it: Do you see...
Prosperity Planning 2025: Tip #1 Purposeful Spending Every dollar you spend has the power to shape your life. But let’s face it—it’s easy for spending to drift away from what really...
The first few weeks of a New Year are always a good time to reflect on ways to nurture your financial, physical, and emotional well-being. True prosperity isn’t just about dollars...
I have a favorite store where I often find linen clothing from Europe. The dresses are usually one-size-fits-all, and they're often quite voluminous. I used to have another favorite t-shirt...
“We fling our paychecks at pastel cookware and strawberries from farmers’ markets.” For some reason, I just loved this line from an article I read recently. It created a vivid visual...
One of the saddest things I encountered early in my finance career was a gentleman nearing retirement age whose 401k had been sitting in cash his entire career. This was...
Many people are unsure about the right questions to ask to ensure a financial solution is a good fit for them. One important aspect often overlooked in financial conversations is...