Speaking from personal experience, I can say it’s almost automatic sometimes. I remember one particular week when everything felt like too much. Work meetings were piling up, my inbox was overflowing, and I hadn’t slept well in days. On my lunch break, I jumped onto...
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...
