by Tracie Handberg | Aug 19, 2026 | Financial Planning
Last year I planted a large mandevilla in a pot on the side of my house. Its cheery pink flowers and glossy green leaves were a welcome break on a long windowless stucco wall. It looked pretty glorious for several months. Then I noticed a couple orange caterpillars –...
by Melinda Tyrrell | Aug 11, 2026 | Financial Planning, Young Families
I can’t quite smell the fall leaves in the air yet. The cool autumn breeze has definitely NOT hit our area either, but I see the backpacks and school buses everywhere. It’s that time again – the start of a new school year. While my youngest is starting as a...
by Thad Gilliam | May 11, 2026 | Financial Planning, Young Families
Okay. I just made up that name “Secret Mega Roth.” What am I talking about? I am referring to the new Trump accounts that people can begin to open on July 4, 2026. You have to read between the lines with the Trump accounts, but here is their potential...
by Taylor Stanfill | Mar 13, 2026 | Financial Planning, Technology
AI is everywhere these days, and it’s becoming useful in all kinds of areas (I might even have it review this post!). But we still need to be careful not to believe everything it spits out. A recent test of several AI tools found they were wrong or unable to answer...
by Bradford Gilliam | Feb 6, 2026 | Financial Planning
Social media influencers and news outlets often broadcast their ideas to the world without adding the caveat that the strategy they are discussing is not ideal for every individual. Below are some bits of advice I’ve seen over the last several weeks as an approach to...
by Tracie Handberg | Jan 22, 2026 | 40s, 50s, 60s, 70s, Financial Planning
Having a retirement plan is key to seeing whether you should be saving more, cutting your expenses, or whether it’s time to give yourself grace to spend or give more. Despite what you might hear about average values of retirement portfolios for a particular age range,...
