September is the perfect time to reset your finances and prepare for the busy months ahead. While many people think of January as the time for financial resolutions, the fall is just as important for organizing your finances, reviewing your portfolio, planning for year-end expenses, and making sure your protection and coverage are up to…
As we turn the corner to September and back-to-school routines kick in, a great opportunity arises to not only ‘reset’ your day to day but also get your financial house in order. It’s not just the start of a new school year — it’s also a great time to pause, take stock, and make sure…
We often get asked “How much should I save in my emergency fund?” While there are many schools of thoughts or rules of thumbs that can be found on the internet to answer this question, how much you need to save and how you approach it depends on your personal circumstances. An emergency fund is…
As we enter the home stretch of summer, August gives you a brief but valuable window to regroup financially before the fall rush hits. Whether you’re returning from vacation, prepping for back-to-school season, or simply aiming to end the year strong, now is a great time to take stock and get organized. Revisit Your Spending…
When your income goes up, it’s natural to loosen the reins—upgrading your seat, booking the nicer hotel, splurging on that dinner out. You’re working hard, and you deserve to enjoy the payoff. But at a certain point, it’s worth asking: am I spending in a way that supports my life—or just because I can? That’s…
Your 20s and 30s are full of exciting moments—launching a career, paying off student loans, buying a first home. With so much happening, it’s easy to think of retirement as something to worry about later. But there’s one secret to long-term wealth that makes starting early one of the smartest moves you can make: compound…
Your 20s and 30s are full of exciting milestones—moving to a new city, buying your first home, growing your family, shifting careers, or even launching a business. These are big life moves, and while they often come with joy and excitement, they also bring significant financial pressure. The good news? You don’t have to feel…
What if you didn’t have to wait until 65 to start living life on your terms? That question is at the heart of FIRE—Financial Independence, Retire Early. It’s a movement built not just on the idea of retiring early, but on gaining the freedom to make choices that reflect your values, time, and priorities. FIRE…
Today is National Don’t Put All Your Eggs in One Omelet Day, a take on the classic saying “don’t put all your eggs in one basket.” While the name might get a chuckle, it’s a good reminder of the importance of balance — in breakfast and in your finances. Try to cram too many eggs…
As we flip the calendar to July, it’s hard to believe we’re already halfway through the year. The pace of life picks up, summer plans fill the calendar, and it’s easy to let financial intentions from January fade into the background. But July is the perfect time and opportunity to pause, reflect, and realign your…