RESOURCES
5-Minute Reads to Elevate Your Health and Wealth
New Year, New Wealth Goals – Focus on Building Sustainable Wealth Habits
How to Choose a Checking Account That Actually Works for You
Let’s be honest—choosing a checking account isn’t glamorous, but it is one of the most important decisions you’ll make in your day-to-day money management.
Your checking account is where your money lives. It’s how you pay bills, get paid, buy groceries, and transfer funds. So even though it feels routine, the right account can save you time, money, and stress—while the wrong one can quietly chip away at your balance with fees you didn’t see coming.
Here’s what to look for, depending on how you use your money:
End-of-Year Financial Review and Tax Planning: Simple Steps to Strengthen Your Money Decisions Before January
As the year comes to a close, many women feel the pressure of unfinished goals, financial uncertainty, or the sense that time slipped by faster than expected. The end of the year can stir up emotions around money, especially if you set goals in January that now feel distant. But this season is the perfect moment to pause, review, and make smart adjustments that support your long-term stability.
You deserve clarity. You deserve confidence. And you deserve a plan that helps you step into the new year with purpose.
Let’s walk through a clear process you can follow, even if finances feel stressful or confusing.
When Should You Consider Working With a Wealth Manager?
Building wealth is one thing—but managing it effectively over time can be another challenge entirely. From minimizing taxes to planning for retirement, estate transfer, and risk management, having a professional to guide your strategy can make a big difference. That’s where a wealth manager comes in.
How to Access Your 401(k) Funds Before Retirement
Your 401(k) is designed to be a safety net for your retirement years. But life is unpredictable, and sometimes financial emergencies or unexpected opportunities require tapping into those savings early. Before taking money from your 401(k), it’s important to understand the rules, risks, and strategies available to minimize penalties and protect your long-term retirement goals.
5 Generational Wealth Transfer Strategies to Secure Your Family’s Future
Building wealth is one thing—but ensuring that wealth benefits your family for generations to come takes planning, strategy, and intentionality. Generational wealth isn’t just about money; it’s about values, financial literacy, and setting up systems that protect your legacy. Here are five strategies to help you transfer wealth effectively.
What’s the Difference Between a Financial Advisor and a Financial Planner?
When it comes to managing your money, the financial world can feel like a maze of titles, certifications, and services. Two of the most common professionals you might encounter are financial advisors and financial planners. While the terms are often used interchangeably, there are subtle—but important—differences that can impact your financial future. Understanding these distinctions can help you choose the right professional for your needs.
The Financial Fallout of a Health Crisis — and How to Protect Yourself Before It Happens
If there’s one truth about life in America, it’s this: a single medical event can turn your finances upside down. You could be living responsibly, paying your bills on time, saving a little each month—and then, one unexpected diagnosis or injury later, everything changes.
The reality is that medical debt remains one of the leading causes of bankruptcy in the U.S. Millions of Americans find themselves buried under bills they never saw coming—from ambulance rides to emergency surgeries to long recovery periods that keep them out of work. And for many women, especially those balancing family and financial responsibilities, the impact can be even more devastating.
The Cost of Doing Nothing: Why Delaying Financial Decisions Hurts More Than You Think
Let’s talk about a topic that doesn’t get enough attention: financial procrastination.
We’ve all done it—put off opening that investment account, avoided reviewing our insurance policy, pushed aside the will we meant to update years ago. Life gets busy. Money can feel overwhelming. And let’s be honest—some financial decisions feel loaded with pressure, fear, or even guilt.
But here’s the truth:
Doing nothing is a decision.
And often, it’s the most expensive one you can make.
Today, I want to walk you through the real cost of inaction when it comes to investing, estate planning, and debt—and how small steps, taken now, can save you years of stress later.
The Financial Impact of Menopause—on Women, Workplaces, and Society
Let’s talk about menopause—and why it matters for your finances, your livelihood, and your ability to thrive at work and at home.
When most people think about menopause, they picture hot flashes, mood swings, or a few sleepless nights. And while those are real, they’re only part of the story—especially for women navigating midlife while juggling careers, caregiving, and financial goals.
What often gets overlooked is how the physical and emotional effects of menopause show up in the workplace—and in a woman’s wallet. Fatigue, brain fog, anxiety, and hormonal shifts can lead to missed days, reduced productivity, lost income, and even early retirement.
How to Financially Prepare for the Holiday Months (Without Wrecking Your Budget)
Let’s talk about the holiday season—and how to enjoy it without overspending, overextending, or overwhelming yourself.
Between gift-giving, travel, events, family obligations, and year-end expenses, November and December can feel like a financial whirlwind. And if you’re not prepared, it’s easy to wake up in January with a credit card hangover and a whole lot of regret.
But it doesn’t have to be that way.
With a little planning and some intentional choices, you can enjoy a joyful, connected, and meaningful holiday season without sacrificing your financial goals.
How to Financially Prepare to Send Your Kids to College in the U.S.
If you’re a mom thinking about how you’re going to pay for college, you’re not alone—and you’re not behind. Whether your child is in preschool or high school, it’s never too early (or too late) to start planning.
Let’s break this down into clear, actionable steps so you can take control of your finances and help your kids pursue higher education without drowning in debt—or sacrificing your own financial security.
Financial Literacy: Understanding Credit & Debt Management
Money isn’t just math—it’s emotion, identity, and habit rolled into one.
Building Emergency Funds & Saving for the Unexpected: Because Life Doesn’t Come with a Warning
Let’s get real for a moment.
A flat tire. A medical bill. A job loss. A plumbing disaster the night before your mortgage is due.
Life doesn’t always give you time to prepare—but your money can.
Having an emergency fund isn’t just about financial stability. It’s about emotional peace. It’s about knowing that when life throws something unexpected your way (and it will), you don’t have to go into crisis mode.
Whether you’re starting from zero or looking to grow your safety net, this article will walk you through exactly why an emergency fund matters—and how to build one with confidence.
Managing Financial Stress: How to Take Control and Create Calm Around Your Money
Let’s be honest—financial stress hits differently.
It doesn’t just sit in your bank account. It shows up in your sleep. Your mood. Your ability to focus. It strains relationships and steals joy from the everyday moments you deserve to enjoy.
But here’s the good news: you are not powerless.
You can build a relationship with money that feels stable, supportive, and rooted in confidence. Even if you’ve made mistakes. Even if you’re starting over. Even if you’ve felt anxious every time you log into your bank app.
This article is your blueprint for handling financial stress, creating a budget that brings peace of mind, and planning proactively for the major life events that can easily throw us off course.
Let’s get grounded. Let’s get clear. And let’s get calm.
The Psychology of Spending: Why We Overspend and How to Stop
Money isn’t just math—it’s emotion, identity, and habit rolled into one. Even the most disciplined among us have moments of swiping our card or clicking checkout only to later wonder, Why did I buy that?
Overspending isn’t simply a budgeting issue. It’s rooted in psychology. Understanding the triggers behind our spending habits is the first step to gaining control.
Give with Purpose: How to Build Charitable Giving Into Your Financial Strategy
Let’s clear something up right away: You don’t need to be a millionaire to make a meaningful difference.
In fact, some of the most powerful impact comes from everyday women who decide to lead with purpose—not just in how they spend, save, and invest, but in how they give.
How to Set SMART Financial Goals—and Build a Budget That Actually Works
Let’s face it: most of us were never taught how to set financial goals—let alone how to build a budget that helps us reach them. Instead, we’ve been handed vague advice like “spend less” or “save more” without any clear steps to make that happen.
But here’s the truth: achieving financial clarity doesn’t require perfection. It just requires a plan that fits your life.
That’s where SMART goals come in.
In this article, I’ll walk you through how to set clear, actionable financial goals and create a budget that supports them—without guilt, shame, or overwhelm.
Investing 101: A Clear and Confident Start to Growing Your Wealth
Let’s get one thing straight: investing isn’t just for Wall Street insiders or trust fund heirs.
It’s for you.
Whether you’re building a nest egg, saving for your children’s education, or planning for a comfortable retirement, investing is one of the most effective tools to grow your wealth over time. But if words like “risk tolerance,” “mutual fund,” or “diversification” make your eyes glaze over—you’re not alone.
Creating a Financial Plan for Your Family: A Clear Path to Security and Stability
Let’s be honest—navigating finances while raising a family can feel like trying to assemble furniture without the instructions. You know the pieces are there, but putting them together in the right order? That’s another story.
Here’s the truth: most women are managing their family’s health, household, and often the finances—without ever being taught how to create a financial plan that supports long-term security.