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 […]
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 […]
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 […]
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 […]
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 […]
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. […]
In “The Twelve Days of Christmas,” the list keeps growing, much like the financial to-dos that pile up at the end of the year. This year-end financial checklist is designed to turn that growing list into a clear, actionable plan. In Part 1, we shared the first 6 tips to help you stay focused, avoid […]
We all know the beloved Christmas carol “The Twelve Days of Christmas,” with its partridge in a pear tree and ever-escalating gifts. This year, let’s borrow the spirit of the song and turn it into something even more valuable: a practical 12-point financial checklist for year-end. In Part 1 of this series, we’ll focus on […]
If you’ve followed investment-related media around the holidays, you’ve probably heard a familiar phenomenon: the “Santa Claus rally.” It’s a short, seasonal stretch when stocks often rise. While no market pattern is guaranteed, the Santa rally has shown up often enough historically that investors pay close attention. But what actually drives this trend, and how […]
Every December, the college football world turns into controlled chaos. Rumors fly, coaches jump from one program to another, surprise hires appear out of nowhere, and fanbases refresh social media like it’s an Olympic sport. Whether it’s a rising coordinator landing a big job, a high-profile coach holding a press conference to deny rumors, or […]