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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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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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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The financial literacy gap isn’t a “you” Problem
The financial literacy gap gets a lot of attention, especially when studies show women scoring lower than men on financial literacy assessments. A new report came out this year with a number that landed hard. Americans correctly answered 47% of the questions on a major national financial literacy survey. The lowest result in the study’s…
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