The language we use forms the beliefs we solidify.

Only 49% of women have a written plan for finances and retirement.

What’s your “enough” number? How much money do you really need to live the lifestyle you desire?

As the temperatures warm, and sunlight lasts longer into the evenings, spring is on the horizon. The season's annual reminder for spring cleaning can be useful for your finances as well!

Spend your money on experiences which will make you happy and pay “memory dividends.”

Do you view money and building your personal wealth as a finite game or infinite one?

Understanding our internal beliefs about money helps us make smarter financial decisions and avoid the behaviors that damage financial health.

Summary of changes announced December 2022 in the SECURE 2.0 Act, and their impacts on retirement savings plans.