Month: June 2026

Power symbol above RESET label

Lesson 26: Midyear Reset

Use What the First Six Months Taught You You now have something most people never...
Safe drawer overflowing with money and documents

Lesson 25: Estate Planning Beyond the Basics

Wills, trusts, taxes, and how control transfers Earlier this year, we talked about beneficiaries, account...
Devices with password fields and security icons

Lesson 24: Protect Your Accounts

Two-factor authentication, alerts, credit freezes, and cleaning up old access Up to this point, we...
Umbrella shielding falling gold dollar coins

Lesson 23: Life and Disability Insurance

Protecting income and protecting people who rely on it Earlier this year we explored insurance...
Notebook labeled PLAN, pen, glasses, plant

Lesson 22: The Job Loss Drill

If income stopped tomorrow, what happens next? Last week we talked about income growth and...