Stuck in a House That Doesn’t Fit? Why a Financial Plan Offers More Than Just Numbers
Michelle and Tom had a 2.75% mortgage, great incomes, and growing kids—but their house no longer fit their lives. Here’s how we helped them decide whether moving made financial and emotional sense.
Real Life, Real Expenses: A Peek Inside Our Emergency Fund Moments
A broken garage door, a rock chip in the car, and our dog’s $6,000 surgery—yes, it all happened in one month. Here’s why we’re thankful we planned ahead.
What to Do When You Get a Financial Surprise: A Real-Life Guide
Just received a bonus or payout? Learn how Brian and Emily turned their unexpected windfall into a long-term advantage—without overcomplicating it.
“We’re Halfway There”: 2025 Midyear Market Review & What It Means for Your Plan
The first half of 2025 brought strong equity returns, resilient economic growth, and renewed optimism. Discover why sticking to your long-term financial plan—through market highs and lows—is the key to lasting success.
From Scattered to Structured: How One Couple Gained Clarity on Their Financial Future
Jeff and Christine had savings, accounts, and options—but no clear plan. How did they turn confusion into clarity.
Health Routines That Double as Financial Strategies
If you can stick to a training plan, you already have what it takes to build and follow a strong financial roadmap.
Mastering the Financial Game: The 5 Core Elements of a Winning Plan
Life throws curveballs and your financial plan should be ready. Discover how to pivot smartly with mini-strategies that keep the big picture on track.
5 Smart Money Moves for New Grads: A Financial Kickstart
Just graduated? Learn the essential financial steps—from budgeting to investing—that can set you up for long-term success.
The One Question Every Retiree Should Ask About Their Favorite Stock
Explore strategies to prevent your portfolio from following the path of once-great companies that eventually faded away.
Why Waiting for “Clarity” Could Hurt Your Financial Future
Many are waiting for calm before making financial decisions — but true clarity often comes after we take action. Discover how to move forward confidently, even in uncertain times.
You Promised to Retire at 65—Now It’s 69. What’s Changed?
Retirement isn’t about stopping work—it’s about starting the life you promised. Don’t let another year go by while your loved ones wait on the sidelines.
Is Your Retirement Plan Ready for Market Fluctuations?
Mark and Lisa’s story is proof that having a well-thought-out financial plan can help you stay on course, even when the market is volatile. Here’s how they stayed ahead.
