9 min read
Unlock Your Home's Hidden Potential: How to Use Home Equity to Reach Bigger Goals
Did you know that for most American homeowners over 45, their largest financial asset isn't their retirement account or stock portfolio—it's their...
Money Management
9 min read
Balancing Act: Essential Financial Priorities for Couples in Midlife
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...
8 min read
Love and Money After 40: Talking Money When Life Gets More Complicated
Did you know couples discussing finances at least once a month report significantly higher relationship satisfaction? Yet after 40, these...
10 min read
Financial Conversations After 40: Beyond Budgets and Transforming Your Relationship
Did you know couples who talk regularly about money are more likely to report financial satisfaction and stronger relationships? Yet after 40, these...
8 min read
How a Mid-Year Summer Spending Check-In Can Save Your Financial Future
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...
8 min read
13 Smart Midlife Money Moves for Summer Spending Without Sacrificing Retirement
Does summer have its own gravitational pull on your wallet? For most of us, the sunny season creates a unique financial tension between enjoying...
8 min read
15 Smart Summer Strategies for 40+ Financial Planning Without Sacrificing Fun
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...
5 min read
Your Essential Guide to a Mid-Year Financial Tune-Up: 15 Steps to Realign Your Money Goals
Did you know that nearly 80% of New Year's financial resolutions fail by February? Yet those who conduct mid-year financial check-ups are three times...
10 min read
Six Months In: Smart Financial Moves to Make Before Fall
Ever wonder why some people seem to effortlessly stay on top of their finances while others struggle? The secret isn’t having more money—it’s making...
7 min read
Mid-Year Money Check: 12 Ways to Course-Correct Your Finances Before Year-End
Did you know that 61% of Americans report living paycheck to paycheck, according to a 2023 LendingClub survey? Even more surprising, this includes...