09 Jun Why a Money Meeting?
Ever open your bank account, take a deep breath, and immediately want to close the tab? đŹ Youâre not alone. Most women I work with donât feel âbad with moneyâ. Theyâre...
socially responsible investing Tag
02 Jun Maybe, It’s Not About the Money
⨠Why Your Spending Isnât About the Money We like to think we make financial decisions based on logic. But in reality, our choicesâespecially around spendingâare guided by something much deeper:...
15 Apr 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...
17 Mar Risk is Personal, Things to Keep in Mind
Investing & Risk: Your Journey, Your Rules đđ¨ The other week, I shared a story about driving to Key West while Hurricane Milton loomed up north. Some people might have canceled...
25 Feb Prosperity Planning Tip #3
âI canât afford itâ isnât always true. More often, it means, âI donât see the value in it.â The way we talk about money matters. What stories are you telling yourself? If something...
23 Feb 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, racing to the...
14 Feb Love Your Money (Happy Valentine’s)
Love Your Money (It Loves You Back!) Whether you're celebrating Valentineâs Day with roses and chocolates, dinner with friends, or skipping it altogether, why not take a moment to show some...
12 Feb 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. đ° Waiting for income to stabilize. âł...
01 Feb 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...
27 Jan Flip Your Money Mindset: 4 Simple Shifts to Prosper in 2025
Your relationship with money is more than the numbersâitâs shaped by what you believe, how you feel, and the story you tell yourself about money. Think about it: Do you see...