Blog

January 30, 2025

How an HSA Can Help Women Save on Medical Costs in Retirement

Have you considered how your HSA could play a role in your retirement savings strategy?

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January 30, 2025

Urgent & Important

One way to take a sip from the firehose of decisions and things we need to do is to utilize a decision making tool.

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January 30, 2025

5 Things Couples Should Consider Before Moving Out of State in Retirement

Moving in retirement is a serious decision. If you’re contemplating a move, I’d love to review some critical considerations first.

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January 30, 2025

What Are Your Money Habitudes?

We each have our own "money personality." What's yours?

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January 30, 2025

Better

Incremental improvements over time... this is the way.

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January 30, 2025

Retirement Planning in Pictures

A visual guide to the challenges (and opportunities) as you plan for retirement.

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January 30, 2025

9 Investments Women Should Avoid

A few things to keep out of your investment portfolio.

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January 30, 2025

So Many Financial Choices

Whether you’re sitting down for a meal at The Cheesecake Factory or making financial planning decisions, more choice isn't always as appetizing as it may seem.

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January 30, 2025

College, Turning 26, and Other Dependent Changes That Impact Healthcare Costs and Coverage

What should you consider for your child's healthcare as they age?

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