The Blog

How to Talk Money With Aging Parents—Without the Stress aging parents elderly family finance financial wellness magic number retirement spending wisely Jul 16, 2025

Let’s talk about one of the most important—and most avoided—money conversations out there:

👉🏽 What’s the plan if something happens to Mom or Dad?

For many of us in our 30s and 40s, the financial conversation we’re not having is the one that matters most. Our parents are getting older, their needs ...

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Freedom, Fun, and Financial Wellness: Summer on a Budget budgeting family finance fourth of july freedom juneteenth spending wisely summer Jun 18, 2025

Summer is here—and so is the pressure to fill every day with picture-perfect adventures.

But the best summer memories don’t require a big budget. In fact, some of the richest moments come from simple traditions, meaningful celebrations, and time well spent.

This week, I want to share a few ways to...

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529 Day: Why I Call My Daughter My Not-So-Broke Bestie 529 plan college savings education savings family finance financial goals financial literacy financial wellness May 29, 2025

Every May 29th, we celebrate 529 Day—a day dedicated to raising awareness about 529 plans, one of the most powerful (and underused) tools for building a child’s educational future.

As a public health expert, financial wellness strategist, and mom, I know the ripple effects education—and student de...

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