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Breanne Neely: Jul 27, 2025, 12:00:00 AM
Did you know that over 70% of homeowners over 45 who refinance do so with retirement planning in mind? It’s not just about lower monthly payments anymore—it’s about strategic financial positioning for your future.
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Breanne Neely: Jul 25, 2025, 12:00:00 AM
Did you know that nearly 70% of couples argue about money, regardless of how much they have? These conversations are significant for those over 40,...
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Breanne Neely: Jul 24, 2025, 12:00:00 AM
Did you know that 47% of adults in their 40s and 50s have a parent age 65 or older and either raise a young child or financially support a grown...
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Breanne Neely: Jul 22, 2025, 12:00:00 AM
Did you know couples discussing finances at least once a month report significantly higher relationship satisfaction? Yet after 40, these...
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Breanne Neely: Jul 21, 2025, 12:00:00 AM
Did you know couples who talk regularly about money are more likely to report financial satisfaction and stronger relationships? Yet after 40, these...
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Breanne Neely: Jul 19, 2025, 12:00:00 AM
Did you know that adults over 40 typically spend 30% more on summer activities than they initially budget for? This financial slip happens during a...
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Breanne Neely: Jul 17, 2025, 12:00:00 AM
Did you know that Americans spend 37% more on food during summer than the rest of the year? As temperatures rise, so do our expenses—often in ways we...
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Breanne Neely: Jul 16, 2025, 12:00:00 AM
Does summer have its own gravitational pull on your wallet? For most of us, the sunny season creates a unique financial tension between enjoying...
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Breanne Neely: Jul 14, 2025, 12:00:00 AM
Did you know that Americans spend an average of 20% more during summer than the rest of the year? While the warmer weather invites adventure and...
6 min read
Breanne Neely: Jul 11, 2025, 12:00:00 AM
Did you know that people who create a clear financial plan after 40 are three times more likely to achieve their retirement goals? Yet only 33% of...