Some seasons announce themselves gently. Others arrive with unexpected surprises. So far, 2026 feels like the latter — filled with news that makes us think more carefully about security, stability, and the people we care about most.Surprises can act as a spotlight....
Newsletter
Balance Matters More When Everything’s Moving Fast
Navigating finances can feel a bit like a winter sport—fast, unpredictable, and occasionally breathtaking. And this week has seen plenty of motion, few places to pause, and moments that naturally test our balance. The constant activity and notifications can sometimes...
The Habits That Make Us Human
Earlier this week, the groundhog saw his shadow — six more weeks of winter, or so tradition says. It’s a familiar ritual that always seems to prompt a moment of reflection: how easily life can settle into patterns that feel repetitive. Same season. Same story. Same...
Work, Purpose, and the Life Your Money Is Meant to Support
Many of us spend decades looking forward to retirement—the day when we no longer have to work. Yet at the same time, work is often the foundation of a meaningful life. It gives structure to our days, opportunities to contribute, social connection, and a sense that we...
The Point of It All? Enlightenment, or at Least Calm
When we talk about the future, the focus usually lands on numbers: savings targets, performance reports, next steps. Those matter, of course, but they aren’t the ultimate point.Part of the purpose of preparing for what’s ahead is to enjoy future freedom—stepping back...
The Most Honest Prediction for 2026
If it seems like every week brings a new plot twist — geopolitical and domestic conflicts, emerging tech, policy changes — and then the food pyramid gets flipped! You’re not imagining it: The world is moving quickly and the rate of change is accelerating. Still,...
Don’t Just Think. Do.
January brings twelve fresh months and a quiet challenge to make them count. And though many resolutions this time of year focus on getting fit, true fitness strengthens every aspect of your life—physical, emotional, and financial—keeping them in balance.To highlight...
“Precarious” or Something Better? Choosing Your Word for 2026
When Fortune magazine asked an AI model to sum up Wall Street’s 2026 outlook in a single word, the result was the word “precarious.” It’s an interesting choice—and not entirely wrong. With markets weighing shifting interest rates, inflation trends, talk of an AI...
Finish 2025 Strong, Step Powerfully Into 2026
Finish 2025 Strong, Step Powerfully Into 2026Every year leaves a trail of numbers behind—evidence of choices, effort, and focus. Each contribution, payment, and investment of your resources becomes part of a much bigger picture: the story of how daily discipline...
Making the Most of Your Year-End
The end of another year is the perfect time to take stock of where you stand to make the most of opportunities that can benefit you now and in the future. Two of the most important ways are through a year-end financial review and strategic charitable giving.A year-end...