Mid-Year Financial Review: What Actually Needs Your Attention Before Summer Ends
A mid-year financial review is not a check on how the market did. It is a check on whether your plan still fits your life. Here is what to look at before summer ends.
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Tax Planning for Self-Employed and Creator Income
Tax Planning for Self-Employed and Creator Income Nobody tells you, when you leave a W-2 job to strike out on your own, that you’ve also left behind the part of your taxes that ran quietly in the background without you thinking about it, withholding happening automatically, on every paycheck, without a single decision required from…
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Talking About Money Without Turning It Into a Fight
Talking About Money Without Turning It Into a Fight Money is the top thing married couples fight about, and financial disagreements predict divorce more reliably than almost any other kind of conflict. I think most couples already sense that on some level. It’s why the conversation gets avoided for months at a time, until it…
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Building a Shared Financial System as a Couple
Building a Shared Financial System as a Couple There’s no single correct way to structure a couple’s bank accounts, and I want to say that clearly before anyone reads the rest of this and panics about whatever setup they’re currently using. But the structure itself isn’t neutral either. It shapes how decisions get made, who…
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Separating Business Success From Personal Financial Security
Separating Business Success From Personal Financial Security A business doing well and a person being financially secure are not the same achievement. I say this to clients constantly, usually to someone who’s surprised to hear it, because from the outside, a thriving business looks like the whole answer. It isn’t. It’s one asset, and treating…
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Reducing the Mental Load of Managing Money
Reducing the Mental Load of Managing Money A 2026 survey found something I think is the most useful financial data point of the year, and it confirms what I’ve watched play out in real conversations for years, conversations with women earning plenty who still felt shaky underneath it: financial anxiety barely moves as income rises,…
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Organizing a Financial Life That Has Become Too Fragmented
Organizing a Financial Life That Has Become Too Fragmented I want to start with a picture you’ve probably lived, even if you’ve never described it this way out loud. Nobody decides to fragment their financial life. Nobody wakes up and chooses chaos. It happens through a string of small, reasonable choices, a job you left…
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Managing Concentrated Employer Stock Risk
Managing Concentrated Employer Stock Risk If a large share of your wealth sits in the same company that pays your salary, you’re not diversified. You’re exposed twice over, once through your paycheck, once through your portfolio, and it’s worth saying that plainly, because the people I see carrying the most concentrated stock are usually the…
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Knowing Whether You’re Actually on Track
Knowing Whether You’re Actually on Track “Am I on track?” is probably the question I hear most often, and it usually arrives with an apology attached, like asking it is admitting to a failure that hasn’t happened yet. It isn’t. It’s the right question. The problem is almost everyone gets handed the wrong answer to…
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Stop Budgeting Off Your Average Month. Budget Off Your Worst One.
Turning Irregular Income Into a Stable Personal Financial Life Every business owner and creator I work with eventually asks me some version of the same question: how do I plan a life around income that refuses to behave. They’re not asking because they’re bad with money. They’re asking because most budgeting advice assumes a paycheck…
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