Honest insights and practical strategies for building whole-life wealth
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How to Create Optionality in Your Life
Stress has a way of convincing us that it’s permanent. When you’re juggling a demanding career, caring for children or aging parents, and running a household, the responsibilities feel endless. The pressure builds and you start to wonder: Is this just my life now? The truth? It doesn’t have to be. There’s a powerful tool that can shift the way you think about both life and money: optionality. And once you understand it, you’ll never look at your financial plan the same way again. What Optionality Really Means Optionality means creating choices for your future self. It’s the financial flexibility…
FEATURED POSTS
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How to Create Optionality in Your Life
Stress has a way of convincing us that it’s permanent. When you’re juggling a demanding career, caring for children or aging parents, and running a household, the responsibilities feel endless. The pressure builds and you…
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Should I Hire My Child in My Business?
Should I hire my child in business? Learn IRS rules, tax benefits, and how this strategy builds generational wealth with Roth IRAs and 529 rollovers.
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Risk Tolerance for Women: Beyond Traditional Investment Questionnaires
Risk tolerance for women isn’t just about market volatility. It’s about how financial uncertainty affects your sleep, relationships, and daily peace of mind. For women over 40, traditional risk assessment questionnaires miss the nuanced realities…
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How to Create Optionality in Your Life
Stress has a way of convincing us that it’s permanent. When you’re juggling a demanding career, caring for children or aging parents, and running a household, the responsibilities feel endless. The pressure builds and you…
-
Should I Hire My Child in My Business?
Should I hire my child in business? Learn IRS rules, tax benefits, and how this strategy builds generational wealth with Roth IRAs and 529 rollovers.
-
Risk Tolerance for Women: Beyond Traditional Investment Questionnaires
Risk tolerance for women isn’t just about market volatility. It’s about how financial uncertainty affects your sleep, relationships, and daily peace of mind. For women over 40, traditional risk assessment questionnaires miss the nuanced realities…
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Financial Planning for Women: The Truth About Default Money Roles in Relationships
If you’re reading this, chances are you’re carrying more than just financial responsibilities in your household. You might be managing investments while also being the family’s appointment coordinator, emotional support system, and future planning strategist….
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5 Simple Steps To Change Your Money Mindset
Change and control go hand in hand. Some changes fall easily into your scope of control, whereas others remain just outside it. You can’t control the weather no matter how much you wish that sunny…
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What Makes Your Financial Goals SMART?
It’s easy to get ahead of yourself. When spotting an issue, you might jump into problem-solving mode without even thinking. Say someone is renovating an old house and decides their first step is to paint…
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The Money Tasks You’re Avoiding And How To Make Progress (Part 2)
In our last post, we kicked off our two part series of addressing the money tasks you’re avoiding and the steps you can take to make progress. Today, we’re covering four additional areas that you…
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The Money Tasks You’re Avoiding And How To Make Progress (Part 1)
Financial wellness is like eating healthy – it’s hard work and no fun but you know it’s good for you. Think about it, you always feel better after a healthy meal instead of a highly-processed…
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What Is a Money Script (And How Does It Impact Your Finances?)
Much of our daily behavior relies on habits. Take your morning routine. Do you jump right out of bed or do you snooze a few cycles? Are you a brush-your-teeth-before-breakfast or after- breakfast type of…
