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Recent Posts

Money Scripts—Part 1: The Stories We Tell Ourselves in Order to Live, Save and SpendMarch 13, 2026 - 10:02 am
Why do we save, spend, or avoid money the way we do? According to financial psychologist Dr. Brad Klontz, we are all following “money scripts”—subconscious beliefs passed down through generations. Learn to recognize the echoes of your childhood in your current financial habits so you can move away from behaviors that no longer serve you and toward a strategy built on purpose.
Oil, Conflict, and Your Portfolio: What We’re WatchingMarch 10, 2026 - 4:03 am
In this March 2026 update, we cut through the noise of $110 oil to explain why today’s geopolitical volatility isn’t a repeat of 1973. By analyzing historical market recoveries and modern U.S. energy independence, the post highlights why disciplined rebalancing—not reacting to headlines—is the key to navigating current regional conflicts and protecting long-term wealth.
How Do You Prepare the Next Generation to Manage Family Wealth?March 2, 2026 - 9:49 am
Talking about money can feel uncomfortable, yet it’s the most critical step in preserving your family’s future. We dive into why 62% of families avoid wealth discussions and how you can break that cycle. By treating financial education as an ongoing journey rather than a one-time event, you can empower the next generation to manage their inheritance with wisdom, stewardship, and a clear sense of values.
New Year, New Tax Considerations: What You Need to Know Before Filing Your 2025 TaxesFebruary 13, 2026 - 8:57 am
Filing 2025 taxes is significantly different due to the One Big Beautiful Bill Act (OBBBA). This new law makes the higher standard deduction permanent and introduces temporary “above-the-line” deductions for tips, overtime pay, and American-made car loan interest . With a new $6,000 senior deduction and the debut of Form 1099-DA for crypto, understanding these updates is key to optimizing your tax refund.

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