Financial Insights & Resources

Expert financial guidance, coaching insights, and practical tips to help you take control of your money.

Financial Education Is Not Enough: The Human Role in Modern Financial Advice

Financial education matters. It helps people understand basic concepts, ask better questions, and compareoptions with more confidence. But education alone does not solve the problem for many people. When someone

How to Combat Lifestyle Inflation

If you have ever dreamed about making more money, received a raise, and then had no idea where that extra money in your paycheck was going, you’ve fallen prey

3 Myths About Your Credit Score

Credit scores may be the most well-known measure of financial wellness, but how they are calculated is less clear to many people. A survey from CompareCards by

5 Ways to Find Women-Owned Businesses

There are many ways to support the women around you to rise to their full potential, one of the easiest being to empower women with your wallet. The ranks

5 Ways to Make Filing Your Taxes Less Stressful

Not many people look forward to filing their taxes—it can be overwhelming, confusing, or just a pain in the rear. But there is no point delaying the inevitable so

What You Need to Know About Applying for a Personal Loan

A personal loan can be a useful tool for paying off credit card debt once and for all. Rather than juggling multiple credit cards with variable interest rates, you

How to Set & Communicate Your Financial Boundaries

As if your own relationship with money isn’t complicated enough, making decisions that involve money and other people adds a whole new dimension. That’s where financial boundaries come into

6 Low-Cost Date Ideas (For Couples or Friends!)

Dates are supposed to help people connect through fun and conversation. Whether you’ve just started dating, have been married for years, or just want to have fun with a

How to Talk to Your Partner About Money

Talking about finances with your partner can lead to conflict or it can bring you closer together. No matter how long you’ve been together, it’s never too late to

How to advocate for what you’re worth

Have you ever felt like you’re not getting paid enough? Or have you heard murmurings that others are making more than you for the same job? You know it’s

How to Set Better Financial Goals

The second Friday in January is “Quitter’s Day”—the day you’re most likely to give up on your New Year's resolutions. Part of the reason that people give up on

4 Steps to Recover from Holiday Spending

If you racked up credit card debt over the holidays, you’re not alone: about one-third of U.S. adults take on debt each year to pay for holiday expenses. The

5 Actions To Take Now To Achieve Your Financial Goals

The start of the new year is the most popular time to set new intentions, goals, and resolutions. Sticking with a change is another story: only 7% of

Our Favorite Frugal Holiday Traditions

Traditions are one of the most enjoyable parts of the holiday season. They give us something to look forward to and make us feel more connected to the family

4 Financial Moves To Make Before the End of The Year

For better or worse, much of our financial lives run on auto-pilot. The end of the year is a natural catalyst that can prompt you to reassess aspects of

7 Holiday Side Hustles To Make Extra Cash This Season

Between gifts, food, hosting, and decorating, a lot of money is changing hands during the holiday season. You can make that work to your advantage by offering a product

5 Ways to Avoid a Holiday Spending Hangover

The holidays are the most wonderful time of the year, but for many, the pain of a New Year’s Eve hangover is nothing compared to the credit card hangover

How to Spend Less on Dining Out

Many clients say they would like to spend less on dining out. This simple goal can be more complicated than it seems and it’s worth it to first look

Gratitude: A Recipe For Abundance

With Thanksgiving right around the corner, it’s the perfect time to explore how you can use gratitude and the power of your mind to transform your financial reality and

5 Tips to Get the Most Out of Black Friday Shopping on a Budget

Black Friday and Cyber Monday are still the most popular times of year to shop. Whether you’re buying for others or just for yourself, the lure of a great

4 Ways to Afford Last-Minute Holiday Travel

The holidays are the busiest—and often most expensive—time of year to travel. The top tip for scoring affordable holiday travel is to book it early, but if you’ve missed

Where Should I Keep My Money?

Putting your money to work for you is a common financial goal. We get it—you work hard for your money so it’s only fair that your money works hard