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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...
04 February, 2026
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...
04 February, 2026
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...
04 February, 2026
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....
02 December, 2025
Gratitude, perspective and Thanksgiving
Around this time of year, I always find myself thinking about perspective; how much it shapes the way we experience everything, including the holidays. Recently, I was working on a...
24 November, 2025
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....
24 November, 2025
Moving your 401k?
Rolling Over a Retirement Account? Here’s One Costly Mistake to Avoid ⚠️ When you move money from a 401(k) or other employer plan into an IRA, how that money moves...
18 November, 2025
Don’t Miss This SEP + IRA Strategy
If you’re self-employed, understanding the difference between employer and individual retirement contributions isn’t just a technicality—it can have a real impact on your taxes. In this article, I break down...
29 October, 2025
Am I Behind is the Wrong Question
You’re Not Behind. You’re Right On Time. I was recently looking for an attorney. Two names came to mind—one had retired, and the other had merged into a larger firm....
28 October, 2025
What are you stepping over?
Ever realize later that something small was trying to get your attention—but you didn’t quite see it at the time? It’s a pretty human thing to either brush off quiet...
13 October, 2025
Better decisions start with a better view
Last week I talked about budgeting and mindful spending—and how opportunity cost plays into that. Here’s the next layer:A lot of people think they just need to “get better at...
13 October, 2025
Struggle to stick to a budget?
Having just come off a trip to England—part business, part pleasure—I’ve been thinking about spending. True confession: I’m a financial advisor who’s great with spreadsheets, and I’ve tracked my money...
01 October, 2025
The spending hamster wheel
More income doesn’t always mean more freedom. Some people earn six figures and still feel broke. Others earn half that and retire early. What gives? It’s not magic. It’s habits,...
25 September, 2025
Small Details Shape the Big Picture
Small Details Shape the Big Picture It’s easy to put pressure on yourself to get every money decision right. But not every choice has the same impact. Some decisions are...
25 August, 2025
Roth vs. Traditional IRA?
Roth vs. Traditional IRA: Which One Fits Your Life Better? Your retirement plan should fit your life, not the other way around. Life transitions often spark a fresh look at...
12 August, 2025
Your Money Mindset: 4 Simple Shifts
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:...
17 July, 2025
When Money is a Cover
Many financial decisions don’t actually come down to numbers. They come down to clarity. But because money feels like a tangible reason, we often point to it when something...
08 July, 2025
A conversation can shift everything
What if one small conversation could open a big door? I wasn’t supposed to be there. At least, that’s what I told myself. I had work. Commitments....
30 June, 2025
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...
24 June, 2025
Lazy Cash?
Too often, I meet women who are sitting on cash for years. Not because they’re careless. But because they’re cautious. They’re worried about their financial future. Worried about retirement. Worried...
16 June, 2025
Why a Money Meeting?
Ever open your bank account, take a deep breath, and immediately want to close the tab? 😬 You’re not alone. Most women I work with don’t feel “bad with money”....
09 June, 2025
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...
02 June, 2025
SEP IRA vs. Solo 401(k): Weighing Your Retirement Options
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...
15 April, 2025
Risk is Personal, Things to Keep in Mind
Investing & Risk: Your Journey, Your Rules 🚗💨 The other week, I shared a story about driving to Key West while Hurricane Milton loomed up north. Some people might...
17 March, 2025
Prosperity Planning Tip #3
“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...
25 February, 2025
Risk is Personal
We were on our way to Key West when my phone buzzed. “You crazy Aussies, you!” a friend texted. We had barely made our flight out of New Orleans,...
23 February, 2025
Love Your Money (Happy Valentine’s)
Love Your Money (It Loves You Back!) Whether you’re celebrating Valentine’s Day with roses and chocolates, dinner with friends, or skipping it altogether, why not take a moment to show...
14 February, 2025
Stop Waiting, Start Saving
Are you waiting for that perfect moment? One of the biggest mistakes I see solo entrepreneurs (and honestly, most people) make is waiting to start saving. 💰...
12 February, 2025
Retirement Plan Limits for 2025
2025 and 2024 contribution rates for employer and individual retirement accounts, including income phase-outs for IRA deductions and ROTH IRA contributions.Note that starting in 2025, there is an additional age...
01 February, 2025
Flip Your Money Mindset: 4 Simple Shifts to Prosper in 2025
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:...
27 January, 2025
