Featured Posts
10 Things to Know About Your 401(k)
If you’re a member of the modern workforce, you likely have access to a 401(k). A 401(k) is a...
What’s Your “Enough” Number?
Do you remember the ING commercials that asked consumers: What’s your number? The idea was that...
9 Signs You Need a Financial Planner
I’ve been a financial planner for many years, and out of all the questions I receive, this is one...
5 Simple Steps You Can Take To Change Your Money Mindset
Change and control go hand in hand. Some changes fall easily into your scope of control, whereas...
How to Reset Your Finances in a Pandemic
When you look back on 2020and the pandemic, what would you like to reset? Perhaps it’s more time...
What Makes Your Financial Goals SMART?
It’s easy to get ahead of yourself. When spotting an issue, you might jump into problem-solving...
The Money Tasks You’re Avoiding And How To Make Progress (Part 2)
In our last post, we kicked off our two part series of addressing the money tasks you’re avoiding...
The Money Tasks You’re Avoiding And How To Make Progress (Part 1)
Financial wellness is like eating healthy – it’s hard work and no fun but you know it’s good for...
What Is a Money Script (And How Does It Impact Your Finances?)
Much of our daily behavior relies on habits. Take your morning routine. Do you jump right out of...
Why Should You Care About Financial Planning?
Money is a tool; a tool that can help you shape, design, and live the life you want. Way too...
Workable Wealth Investing Series: What’s in an Investment Portfolio?
Welcome back to the third part of our investment lexicon series. In part one, we introduced the...
Workable Wealth Investing Series: What Investment Strategies Should I Use?
Welcome back to the second part of our investment lexicon series. By now you have a good...
Workable Wealth Investing Series: What You Need to Know About the Market
In your quest for financial wellness, you have probably heard countless times the importance of...
Black Lives Matter.
My heart is heavy from the events taking place across the country. The recent deaths of George...
What You Need To Know About 0% Federal Interest Rate
Economic and social impacts of the coronavirus are still unfolding and the federal interest rate...