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Featured Articles

Money tools - The Ultimate Opportunity

Your Ultimate Savings Opportunity Starts Now

As we approach the coming months, it is vital that you take whatever steps you can to…

Money tools - Women and Money

Don’t Get On The Financial Roller Coaster

On this Suze School episode, Suze explains more about the concept of a “free trade”.

Money tools - Long Term Care

The Case for Long Term Care Insurance

For years I have been a big believer in the value of long-term care insurance…

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receiving tax refund notification on phone

Budgeting, Debt, Emergency Funds, Health Insurance, Roth Accounts, Saving

Don’t You Dare Miss This Great Tax Refund Opportunity

May 7, 2026

With the April 15th tax deadline just passed, I know many of you are now eagerly awaiting a federal tax refund. And it could be a big chunk of money. The average federal refund this year is about $3,500, which…

woman worried with paperwork and computer

Financial Planning, Investing, Portfolio Management, Retirement

How to Be Smart with Your Finances When You Are Fearful

April 30, 2026

There is a lot of unsettling news right now, and so much of it can hurt us financially. Higher gas prices and lower stock prices are a challenge to even the calmest among us. And what makes the stress even…