A Powerful Budget That Only Takes 10 Minutes

by elizabeth | Aug 1, 2024 | Money Tips

Did you know that while 3 out of 4 Americans say they have a monthly budget, over 80% admit they still overspend?   How can that be, when most personal financial advice starts with budgeting as a foundation? Clearly, most people agree that having a budget is...

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by elizabeth | Jul 9, 2024 | Insight Series

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You Just Inherited a Retirement Account from a Parent. Now what?

by elizabeth | Jun 27, 2024 | Relationships & Money

You’ve heard that death and taxes are the only things certain in life. But when you inherit a retirement account from a parent, you must deal with both.  Inheritance involves emotional weight and financial complexity. It also may be a surprise windfall you hadn’t...

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by elizabeth | Jun 10, 2024 | Insight Series

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Practice Talking about Money

by elizabeth | May 29, 2024 | Relationships & Money

Money is loaded. As in, we load money with meaning. We ask ourselves: What does it mean about me if I purchase that?  We judge others for their spending choices.  We place a hierarchy for the “haves” and “have nots” It has a sharpness to it, right? Like a...