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Mailbox Money Isn't Just for Landlords
Real estate's biggest edge over stocks may be psychological, not financial. A CFP on rethinking 'mailbox money' and selling for income.
8 hours ago


Avoiding the Zeros: How to Protect Your Wealth from Financial Ruin
The goal isn't to eliminate every risk in life or investing. It's to avoid the risks that could take you all the way to zero. Here's why "zero bets" matter and how to protect your wealth from catastrophic losses.
Sep 11


Monopoly is Basically a Behavioral Finance Experiment
What can a game of Monopoly teach us about money? Explore how emotional attachment and other behavioral finance biases influence the financial decisions we make in real life.
Aug 27


How the Money Gears Spin the Other Way
What does spending in retirement actually look like? A real look at withdrawing from savings, capital gains tax strategy, and letting go of the saving habit.
Jul 29


How to Create Portfolio Income: Using Dividends to Fund the Life You Want
What if your investment portfolio could help pay the mortgage, smooth out your income, or quietly build your next vacation fund?
Jul 9


Protect your Money from Inflation
Feeling the sting of higher prices at the gas pump and grocery store? Learn how inflation impacts your wealth and discover three ways to help your money keep pace with rising costs.
Jun 2


Would You Still Work If 95% Went to Taxes?
If the government took 95% of your wages for income taxes, would you still go to work? What about 70%? Or 50%?
Apr 20


Granny’s Getting Rich! The Great Wealth Transfer to Women
There’s a really intriguing phenomenon happening right now; Baby Boomers have amassed great wealth, but the males are now dying off and older widowed women are set to come into over $40 trillion dollars over the next two decades. This may be you, this may be your mother, or even your grandmother. It’s amazing progress and power, and we need to make sure these women feel supported and empowered, even if this is unfamiliar territory.
Apr 3


Is “Dying at Your Desk” a valid retirement plan?
I was out with a family friend recently when he casually mentioned that “one of my coworkers just died at his desk at age 84 – that’s my retirement plan too.” This friend is in his late 30s and has been working at his current job for 15 years. If he had started investing just $500/month in his 401k when he started working (with another $500/month that would have been matched by his employer) and invested it in the S&P 500, his 401k would now be worth $550,000!
Mar 20


Will an AI Takeover Help Democratize Finance?
AI is changing investing and it might finally work in your favor. Learn what new research says about portfolio managers, index funds, and what it means for everyday investors.
Mar 10


The Economy Feels Broken. The Market Disagrees.
The K-shaped, or E-shaped economy, and why the stock market and your grocery bill tell two different stories.
Feb 24


Three Common Portfolios Explained
Since the markets have been so turbulent lately, I thought it would be a good idea to revisit a three common portfolio set-ups.
Feb 24


A Kitchen Table, And A Whole Lot of Breakthroughs
A women's money workshop that didn't go the way I had planned, but delivered so much more.
Jan 28


The Dunning-Kruger Effect: Why Feeling Stuck Means You’re Growing
Learning something new almost always follows the Dunning-Kruger Effect; early learning brings a rush of confidence, followed by the humbling “Valley of Despair,” when we become aware of the limits of our knowledge. That moment of humility is what makes true learning possible and allows us to climb toward real wisdom.
Jan 23


What Makes Private Equity So Sexy
That fancy private-equity dinner?
You paid for it.
With fees, illiquidity, and risk most investors don’t fully understand.
I’ve been there — and I wish I’d leaned harder into the “boring” path.
Here’s what I wish I knew sooner.
Jan 6


2026 Tax Numbers (Without the Headache) - What’s Changing and Why It Matters
See the updated 2026 tax brackets, standard deduction amounts, and retirement account contribution limits explained in plain English.
Nov 19, 2025


Why Your Financial Future Needs Your Friends
The conversation women aren't having about money- but should be.
Nov 6, 2025


Financial Autopilot vs. Hands-On Investing: How to Choose the Right Balance
If your money is running on autopilot, it might be steering you somewhere you didn’t intend. Here’s how to take back the wheel and build a values-driven financial plan with confidence.
Oct 31, 2025


Are We 'Helicopter Financing'?
We often overthink and overreact with our finances in a similar way that we do when we parent. Here's how to avoid over-financing so we can focus on the parts of our finances that matter most.
Oct 9, 2025


Stop Loss Orders Explained: How to Protect Your Investments from Big Losses
What do you do if you want the excitement of investing a small amount of your money in riskier stocks, such as start-ups, but don’t have the risk tolerance to lose it all? This is where stop loss orders come in. If you’re dabbling in risky plays like a speculative biotech or a small startup, you may decide you only want to risk so much. In that case, a stop loss can help you draw your line in the sand.
Oct 3, 2025
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