April 2025

by elizabeth | Apr 16, 2025 | Insight Series

Preparing a Plan by Taking Account, Understanding Our Resources Our April conversation centers around the idea of resources, specifically how we can better understand what we have before we begin to plan. Have you ever realized you were out of a critical ingredient...

Paying Down Debt vs. Investing More: Choosing the Best Path as a Woman Nearing or in Retirement

by elizabeth | Mar 25, 2025 | Women & Money

As we near Tax Day for 2025, it’s the time of year when some folks are getting what they may consider a “bonus payday”: a refund from the IRS. Whether it’s a tax refund, a work bonus, or a pay raise, these moments involving an influx of additional money can prompt a...

March 2025

by elizabeth | Mar 14, 2025 | Insight Series

Clearing Out and Making Room in Our Financial, Personal Lives As spring enters the picture, March represents a time of clearing out and making room for what’s next. That will be the core idea that we’ll focus our energy on in March’s edition of The Insight Series. On...

Finding a Budget You Actually Love: 3 Ways to Envision How You Spend, Save

by elizabeth | Mar 4, 2025 | Money Tips

After a long winter, it’s not difficult, at least not for those of us in colder climates, to envision the seasons that lie ahead. Especially as we get into the late winter, there are signs abounding that these days are on the horizon: the melting snow, more activity...