Month: July 2025
Everything Is Connected: Why It’s So Hard to See Your Financial Life Clearly
For many people, financial life feels like a pile of paperwork, not a plan. You’ve...
A Midyear Personal Assessment
How to Stay Financially Grounded When the Economy Won't Sit Still We just spent time...
We Read the 2025 Midyear Outlooks. Here’s What Matters.
We reviewed several mid-year outlooks from major investment firms. All of them land in the...
Why You Might Be Tired of Talking About Money
Even when things are going okay financially, a lot of people hit a point where...
Target-Date Funds: Useful Shortcut or Oversimplified Solution?
If you have a company retirement plan, there’s a good chance you’ve seen target-date funds...
Does Your Retirement Fund Match You or Just Your Age?
If you’ve got money in a retirement plan like a 401(k) or 403(b) you were...
Diversification Is Not a Strategy – It’s a Tool
“Diversify your investments” gets tossed around so casually it starts to feel like a strategy...
Cash: Your Financial Safety Blanket
We spend so much time talking about what you “should” do with your money -...
