In 20 years of helping retirees transition to a retirement lifestyle, all too often, I see people make uninformed decisions which they regret later. I want to address this topic in the hope that we can help people avoid those regrets! Don’t buy this in...
We’ve come to the final installment of our Money Mindset Series. Over the past few months, we've explored how to break free from scarcity thinking, boost your money confidence and self-worth, and conquer the fears that keep you stuck. Today, we're pulling it all...
Hello again! We’re continuing our series on Money Mindset and how your attitude and thoughts about money shape your experiences and your financial reality. We’ve explored the topics of scarcity and abundance, as well as building confidence and self-worth. Today...
Did you know that only 19% of women feel ‘very confident’ making financial decisions? (according to a recent survey). Do YOU feel very confident making financial decisions? Honestly, I don’t think ANYONE does; there are too many variables out there. BUT, there are...
Welcome to the first post in my new series on Money Mindset! Over the next several posts, we’ll explore how your beliefs about money shape your financial reality—possibly more than you think! The Numbers Tell the Story Did you know that nearly 70% of women...
We’ve all been there—suddenly hit with an unexpected expense that leaves us feeling financially vulnerable. Whether it’s a surprise medical bill, car repair, or home maintenance issue, these moments can leave you scrambling for a solution, all while feeling that...
Hey there, friend! Grab a cup of tea and let's chat about something exciting - planting the seeds of wealth this spring. Just like gardens, wealth grows with care. It takes time, patience, and regular tending to blossom into something beautiful. But you don’t have...
With the rapid popularity of AI tools, I’ve seen the whole spectrum of reactions from friends and clients: fascinated, excited, hopeful, fearful, terrified, elated - you name it. Personally, I think the most helpful approach while we are still in the mid-to-early...
February is right around the corner, so what better time to talk about the concept of a “money date”? A money date is just like it sounds: time to shut out the rest of the world and focus on just you and your money for a little while. Think of it as you and your...
I recently tackled the project of building an IKEA dresser all by myself. Yes, I know. Possibly brave; possibly foolish, especially since I am not in any way mechanically inclined. (I do own a hammer and several screwdrivers, however, so I’m not completely helpless.) ...
Although it was passed back in 2022, SECURE ACT 2.0 will create some big changes for retirement plans in 2025. Pretty much all of these changes are positive, but they could take a little legwork on your part to take advantage of them, so here’s what you need to know! ...
As we find ourselves in the midst of another election season, it's natural to feel a mix of emotions and concerns about the future. As a Certified Financial Transitionist, I'd like to offer a unique perspective on how to approach this period of potential change. ...
