by Laura Redfern | Jan 30, 2026 | Personal Finance
“Do I Really Need a Will?” It’s one of the most commonly asked questions in estate planning. It often comes up after the holidays. Meaningful family conversations, or the simple realization that life feels fuller and more complex than it once did, can bring this...
by Laura Redfern | Dec 26, 2025 | Personal Finance
The new OBBBA became law this year, and while some headlines have focused on a few flashy provisions, the more meaningful impact for most households is subtler — and more planning-related. Some changes affect 2025 returns, while others begin in 2026. The bigger...
by Laura Redfern | Nov 28, 2025 | Personal Finance
You already know an emergency savings account is a core piece of any solid financial plan. That part isn’t changing. What is changing – and fast! – is the world around us, especially with AI reshaping jobs and careers rapidly. An emergency fund still does its classic...
by Laura Redfern | Oct 31, 2025 | Personal Finance
If you’re nearing retirement, one of the most important things you can do is understand where your “paycheck” will come from once you stop working. How will you be “paid”? And importantly, how will you be taxed? Different income sources are taxed differently, and...
by Laura Redfern | Sep 26, 2025 | Personal Finance
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 retirement!...
by Laura Redfern | Aug 29, 2025 | Personal Finance
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...
