Articles
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Welcome to 2026: Life Beyond the Map
Whether it’s how I move my body, the way I manage my time, or finding ways to utilize the resources we’ve spent years accumulating – 2026 is about intentionality.
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When Financial Progress Hasn’t Brought Fulfillment
Someone’s mindset, upbringing, and self-perception may lead to beliefs about money, identity, success, or obligations that limit their satisfaction far more than anything happening outside of them.
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Fit, Fueled, and Financially Free: Use Healthy Habits to Build Wealth
Just like physical wellness, finance is about mindset, daily habits, and staying consistent. The same principles that sculpt a healthy body will build wealth and bring you financial independence.
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Allowance for Kids: A Simple System to Teach Saving, Spending, and Investing
When children handle money early, they gain an understanding of the value of a dollar and learn to identify and rank financial priorities. The skills they acquire can benefit them throughout life.
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What Will I Do If I Retire Early?
I’m convinced that time is our most precious resource. But, for those who fear boredom, I’ve compiled a list of 100 things you can do once you’ve retired:
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Give the Gift of Financial Wellness This Holiday Season
Skip the fad, forgettable, and generic presents. Instead, give books, tools, and ideas that bring financial wellness – gifts that will last a lifetime.
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Creating a Personal Investment Statement (How & Why)
Investing can stir up all kinds of emotions – one of the smartest steps you can take is to craft a Personal Investment Statement.
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Help! My Dream Job Doesn’t Pay
Do you take a job or pursue a career that feels so right, or go a different direction just because your bank account says it’s all wrong?
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How to Respond to Kids’ Money Questions
Learn strategies that will turn challenging money questions into valuable educational opportunities.
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Digital, Financial, and Nutritional Detox: Reclaim Your Life
Our attention is being pulled in every direction, overstimulation is the new norm. It’s definitely time for a digital, financial, and nutritional detox!
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Portfolio Preservation: A Tale of Two Cows
So long as you engage in portfolio preservation, you’ll be able to go on indefinitely without ever draining your core assets.
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8 Stages of Wealth: From Sinking to Affluent
Moving through the stages of wealth usually requires not only doing things differently, but also seeing things differently.
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5 Essential Financial Protocols for Wealth Building
One of the best ways to get ahead, to begin your wealth building journey, is to establish and implement financial protocols.
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5 Wedding Budget Tips for Stress-Free Planning
Congratulations on your upcoming nuptials! I imagine you’re giddy, picking songs and colors. Let’s talk about the wedding budget –
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Eliminate These Four Self-Destructive Financial Behaviors
Four self-destructive financial behaviors that could ruin even the most well-prepared financial plan, and techniques to overcome them:
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Why We Don’t Talk About Money and Why You Should Start
We’re taught, directly and indirectly, that we shouldn’t talk about money. Here are 3 reasons we don’t and 3 reasons you should…
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Insights from The Seed Tree: a Financial Fable
The Seed Tree follows a sophomore who enrolls in a finance course with Mr. Sharp. This approach to presenting the information, writing it as a story, makes it easy to read.
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4 Tax Benefits of Donating Stock to Charity & How to Do It Right
Billions of dollars are donated to charity annually. This article covers a few key tax benefits of donating stock to charity, the right way.
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Financial Independence: My Top 12 Reasons Why
Financial independence was a lofty goal, we needed to have a clear understanding of the value of focusing on it…
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Yours, Mine, or Ours? Insights for Couples Merging Money
When done right, combining finances can offer many benefits. But when done wrong, it can lead to conflict. So, is merging money a good idea?
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Your Credit Score: How is it Calculated, Why Does it Matter?
A credit score is an indication of financial health. It can impact how much you’re able to borrow, the loan length, and interest rate.
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9 Things To Do On Financial Freedom Day
Here are 4 ways to celebrate Financial Freedom Day, 3 quotes to ponder, 2 questions to consider, and a (sobering) fact:
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Strategic Financial Moves for Your 40s
The 40s typically bring increased financial responsibility. It’s a time to make key financial moves that set you up for long-term success.
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How to Build a Timeless Capsule Wardrobe (On a Budget)
A capsule wardrobe can help you cut through the clutter, leaving items that express your unique stye, but don’t break the bank!
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Maximize Your 529 Plan Potential: Benefits and Limitations
Each year, on May 29th, we celebrate National 529 Plan Day. It serves as a reminder, for parents and others, to save for children’s future educational needs.
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Smart Money Moves: 7 Steps to Financial Stability
Are you living paycheck to paycheck and worried you couldn’t cover any unexpected expenses, let alone a full-blown emergency? If so, this article is for you!
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Financial Professionals: A Breakdown of Crucial Distinctions
Show of hands… Who’s confused about what different types of financial professionals do?
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How I Ended Up With a Lifestyle-Based Budget
After taking a deeper dive, I found that I was spending lavishly in a few areas that I didn’t care much about, and scrimping in some that were near and dear to me.
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Where to Begin When Paying Down Debt
Are you ready to tackle your debt but unsure how to begin? The “best” strategy will suit your personality, lifestyle, and habits.
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Your Financial Health – 4 Things to Do Before Year’s End
It’s time to determine whether your long-term goals are on track to set yourself up for success in the coming year.
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Personal Finance & Investment Books Worth Reading
People often ask me which books have genuinely changed the way I think about money, time, and life. This list goes beyond tactics and trends, it’s a curated collection of books that shaped my philosophy around financial independence, values-based living, and designing your ideal life.
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Financial Tactics for 30 Somethings
The 30s are a time to become more calculated and deliberate with your finances. Start with these strategies:
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A Guide to Estate Planning
Estate plans formally express healthcare, guardianship, and property transfer wishes.
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Spending on Food – Ways to Reduce It
When my husband and I started tracking our money more closely, we were shocked by how much we spent on food each month. Here are the changes that have had the greatest impact for us:
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The Most Important Thing – Something for the Thoughtful Investor
The Most Important Thing distills decades of knowledge and experience into an engaging collection of indispensable investment principles. Here are a few key takeaways.
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Unhealthy Giving & Healthy Giving Differ in a Few Key Ways
It is crucial, prior to offering our funds to others, to understand when what is intended to be helpful becomes harmful.
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Budgeting Blunders – How to Avoid These Five
People often struggle to create or stick to a budget. Here are a few things that get in their way:
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Divergent Risk Tolerances – Strategies for Couples
Navigating joint financial decisions when attitudes toward risk vary can be challenging. These strategies may help:
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Why Hiding Money Under the Mattress isn’t the Best Idea
Uninvested money tends to lose value over time. Here’s why:
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5 Financial Tips for 20 Somethings
The 20s present an opportunity to establish healthy habits that will lay a foundation for life-long financial success. Start with these strategies:
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How to Raise Financially Savvy Children (Lessons for Every Stage)
By teaching kids about money, from a young age, we can get intentional about the information they’ll internalize, to ensure they develop a strong foundation for lifelong financial health.
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How to Buy Happiness
Many people believe that if they have more money, they will live a happier, healthier, and more fulfilling life. But is that true? It depends…
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The Psychology of Investing – 8 Takeaways
The Psychology of Investing, by John R. Nofsinger, sheds light on some of the reasons we may make the same types of mistakes over and over again.
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Between FIRE Investing and Traditional Investing
Yes! There are many ways to engage in hybrid investing, drawing from the traditional and FIRE investing models.
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Budgeting, Beyond the Basics
The type of budget used is one of the largest factors that determines how successful people are, with respect to household resource allocation.
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Financial Conflict Can Be Resolved Using These Tactics
Try these tactics to diffuse the tension when you’re talking about money.
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