You don’t need a big moment or strategy to teach kids about money. Sometimes all it takes is a vacation, a $15 movie, or a lemonade stand in the backyard. In coaching conversations with savers and families, these types of moments come up often. Real-life decisions...
You don’t have to look far to find financial advice these days. It’s everywhere. TikTok, X, Facebook, Instagram, YouTube. Quick tips. Bold claims. Viral takes. Some of it’s helpful. A lot of it? Not so much. In our one-on-one coaching sessions with savers and...
Retirement can feel like a far-off concept. Until suddenly, it’s not. Maybe you’ve glanced at your 401(k) and wondered, Is this enough?Maybe you’ve meant to check your Social Security benefits but never got around to it. You’re not alone. A new report shows most...
Expenses are up across the board, and many people are looking for new ways to manage their money with more purpose. Enter AI. With artificial intelligence showing up in more of our daily lives, we decided to explore how tools like ChatGPT could offer fresh ideas for...
Ever opened TikTok or Instagram for a quick distraction and somehow ended up with $200 worth of cleaning products, a new hair styling tool, and a neon water bottle you didn’t know existed an hour ago? Yeah, same. Social media has transformed how we spend, blurring the...
