Blog
Money, Life & What Comes With It
Money touches almost every part of life. The career you build, the business you start, the home you buy, the family you support, and the future you are working toward all come with financial decisions.
This is where I share practical financial planning ideas, investment insights, and conversations about money and life, with a particular focus on women and the financial decisions that shape their lives. No matter where you are starting, the goal is to make financial topics easier to understand and easier to apply to your own life.
Because financial planning should make sense in the context of the life you are actually living.
What Do You Know About IRMAA?
Could your retirement income increase your Medicare premiums? Learn how IRMAA works, how investment gains and retirement account withdrawals can affect costs, and how proactive financial planning may help you manage future Medicare expenses
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Q3 2026 Market Update: Mixed Markets & Preparing for Year-End
Markets were mixed in Q3 2026 as inflation, oil prices, and interest rates influenced investors. Explore market trends and year-end financial planning tips to help prepare for 2027.
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Four Beneficiary Designations You Should Review Now
Life changes, and your estate plan should change with it. Reviewing beneficiary designations on retirement accounts, life insurance policies, bank accounts, and brokerage accounts can help ensure your assets are distributed according to you
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Three Financial Items to Review When You Turn 65
Turning 65 is more than a Medicare milestone. Learn about key Medicare deadlines, 2026 tax changes, and how to think about Social Security, retirement income, and your overall financial plan.
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