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  • How to Manage a Financial Windfall in 3 Steps

    There’s good news and then there’s good news. And a financial windfall is certainly the second type — it could be a year- or life-changing amount of money that falls on you all at once.  But no matter if it’s a tax refund, work bonus, inheritance, settlement or proceeds from selling a home, the question […]

  • The One-Month No-Buy Reset

    Can a No-Buy Challenge Help You Reset Your Spending Without Feeling Deprived or Overwhelmed? If you’ve ever looked at your bank account and thought, “where did my money go?” you’re not alone. Most of the time, overspending happens gradually. Convenience purchases, impulse buys, and small spending habits add up. And many purchases are harder to […]

  • How to Do a Basic Insurance Coverage Review

    Insurance is hardly ever top-of-mind (until you need it, of course).  And if you bought insurance ages ago — and haven’t thought of it since — you’re not alone. But take this as a sign to review your coverage for any gaps. It can pay off majorly, if worst comes to worst. The Basic Elements […]