Year: 2026

Habits to Help You Build a Better Relationship With Money

Valentine’s Day may have come and gone, but it left me thinking about another influential relationship that can shape both your daily life and your future: your relationship with money. For many people, it’s complicated. Money can bring stress, guilt, or even the urge to avoid checking in at all, especially when life is busy […]

Why I Became A Financial Advisor

Like many people, I have not always had a clear vision of where my career would ultimately lead. I grew up in a family of medical providers, so for a long time, I assumed I would follow a similar path. However, that expectation quickly faded when I realized two things: I don’t particularly handle blood […]

Sweethearts & Spending: A Financial Checklist for Couples

Valentine’s Day is a moment to appreciate love and your relationships. While money isn’t the most romantic topic, it is one of the most practical ones because it affects so many of the decisions you make together. This simple financial checklist is designed to help married couples create clarity, work together, reduce surprises, and avoid […]

What to Do With Your 2025 Tax Refund: A Practical Guide

Why 2025 Tax Refunds May Be Higher If you’re filing your 2025 tax return in early 2026, you may notice your refund looks larger than expected. One reason may be the One Big Beautiful Bill Act (OBBBA), signed into law in July of 2025. This legislation made several Tax Cuts and Jobs Act (TCJA) elements […]

401(k) Catch-Up Contribution Changes in 2026: What to Know

Calculator with 2026 typed out

Catch-up contributions can give you a chance to boost your retirement savings, especially if earlier years were focused on family needs, career growth, or major expenses like a mortgage. As of January 1, 2026, 401(k) catch-up contributions for people age 50 and older may work a bit differently than they have in the past. Financial […]

New Year Financial Reset: A Checklist for the Season Ahead

Woman holding sparkler

In college football, the end of the season brings a familiar routine: coaches review film, evaluate the roster, make adjustments, and quickly begin preparing for what’s next. The past season, good or bad, becomes a learning tool, not a destination. The start of a new year can serve a similar purpose in your financial life. […]