Emotional Resilience and Financial Health
Financial Wellness 06/17/2026

Money problems can create a uniquely intense kind of stress. They don’t just cause worry about paying today’s bills or anxiety about the future, they often reopen old emotional wounds and revive..

Discussing Money Is Important for a Healthy Relationship
Wealth Management 06/10/2026

Most people know there are certain topics best avoided at family gatherings if the goal is to keep things pleasant. Politics, religion, conspiracy theories, even sports—can quickly turn a relaxed..

It's a Marathon, Not a Sprint
Wealth Management 06/03/2026

Have you ever gone out to support someone running a marathon? Or maybe you’ve completed one yourself. Either way, you know that 26.2 miles is a long, demanding race. If you’re cheering from the..

Keep Social Spending From Derailing Your Financial Goals
Wealth Management 05/27/2026

Friends have a way of bringing out the best in us. But sometimes, especially when money is involved, they can also bring out our worst habits. When we’re spending time with friends, many of us want..

Financial Advice and AI
Financial Wellness 05/20/2026

There’s an old proverb that says, “Give a child a hammer and everything becomes a nail.” In other words, once you gain access to a powerful new tool, it’s only natural to start looking for ways to..

Understanding Context and Perception
Wealth Management 05/13/2026

Have you ever experienced the following illusion? You're driving along a road with tall trees on either side. Up ahead, framed by the gap in the trees, you see a mountain. It looks huge and close..

Why It's Important to Have a Tax Strategy
Personal Planning 05/13/2026

Now that the April 15 filing deadline has passed, many people are eager to put taxes out of sight—and out of mind. After all the time spent gathering documents, running numbers, and finding out..

Create a Digital Estate Plan
Personal Planning 05/06/2026

Imagine a family member has an unexpected medical event, and unfortunately that family member can no longer communicate. This happened to me when my father had a traumatic fall and lay unconscious..

How to Reduce Conflict When Talking about Money with Your Partner
Financial Wellness 04/29/2026

It's no secret that the topic of money can cause serious disagreements among partners and spouses. One widely cited survey found that finances are a major source of conflict for nearly a third of all..