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Whether it’s practical money advice, reports on emerging trends in the financial industry, or insightful perspectives on the financial markets, read about it here!

You can trust the editorial integrity of our blog. All content is compliance-reviewed, and we have no financial or business relationship with any of the companies linked in our posts. They appear simply for educational purposes.

Tuesday, August 11, 2026

Learn how to manage rising costs with flexible budgeting, smarter spending, automated savings, and lifestyle creep strategies that strengthen cash flow and keep your financial plan on track.

Tuesday, July 28, 2026

Whatever you resolve to accomplish this year, it’s important that you don’t allow past behaviors or decisions that have held you back to dictate your future. That’s a formula for remaining in place, not moving ahead.

Thursday, July 23, 2026

Retirement Planning Ahhhhh, retirement! For many, it’s one of life’s most joyful transitions and marks the beginning of a new chapter filled with opportunities for well-deserved relaxation, exploration, and personal growth. Are your...

Wednesday, July 22, 2026

Protect your money—do your research! Financial advisor records are public. You can look up any advisor. Pay attention to disclosures like customer complaints, regulatory actions, getting fired, bankruptcy, and criminal or civil cases.

Wednesday, July 15, 2026

Social Security is the foundation of financial security for millions of Americans. Unfortunately, we are getting closer to the possibility that this retirement trust fund will be depleted. What could that mean for you?

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Monday, July 6, 2026

Watch the Cetera Investment Management Team's Q3 2026 Market Outlook: “Steady Ground, Rising Stakes” presentation. In this quarter’s outlook, they explore a market environment finding its footing amid ongoing uncertainty—where...

Thursday, July 2, 2026

The American Revolution was a gambit underpinned by iconoclastic ideas, unwavering principles, and tenacious effort. This July Fourth, let the example of the founding patriots inspire your own success.

Tuesday, June 30, 2026

For most of her life, Claire believed independence was her greatest strength. She built her business from a folding table in a tiny apartment, working late into the night with more determination than certainty. Twenty years later, her...

Tuesday, June 23, 2026

Angela never imagined she would become the person everyone depended on overnight. One phone call changed everything. Her husband, Marcus, passed away suddenly from a heart attack at just forty-eight years old. No warning. No time to...

Tuesday, June 16, 2026

His diagnosis came on a Thursday afternoon. By Friday morning, Javier and Elena were sitting silently at their kitchen table, coffee growing cold between them, trying to understand how life had changed so quickly.

Friday, June 12, 2026

One of the most powerful forces in investing is the fear of missing out. When a highly anticipated initial public offering (IPO) hits the headlines, it's natural for investors to pay attention. It's important to ask these questions first …

Tuesday, June 9, 2026

As a same-sex couple, they'd spent years overcoming obstacles to build their family. They knew that love doesn't always guarantee legal protection. Without the right documents, directives, and designations, they could be left vulnerable.

Tuesday, June 2, 2026

For most of his life, Thomas was busy building, saving, and providing. He assumed that one day, things would “work out.” As he grew older, he realized something: if he didn’t decide what his life’s work meant, someone else would—or not.

Monday, April 20, 2026

You may be stuck in a frustrating position: you don’t want to risk market losses, but your cash and CDs aren’t keeping up. Where can you go for higher returns without taking market risk?

Monday, April 6, 2026

As the U.S. nears its 250th birthday, one legacy stands out: the U.S. dollar’s rise to the center of the global financial system.

Friday, March 27, 2026

Despite elevated geopolitical uncertainty, the economic and market backdrop entering 2026 remains largely on track. U.S. growth could surprise to the upside, supported by deferred activity, larger tax refunds, and solid underlying demand.

Thursday, March 26, 2026

In LGBTQ+ couples with a large age gap, it's often assumed the older partner will die first. However, nothing is certain in life. It's crucial to plan for every scenario, as the surviving spouse may be surprised by unintended consequences.

Thursday, March 19, 2026

Whether you are beginning to think about advance care planning, supporting a loved one, or seeking a queer-affirming space to explore grief and legacy, this series offers meaningful guidance and community support.

Tuesday, January 27, 2026

TreeceFi offers many support programs and resources to help solo agers and LGBTQ+ older adults build wealth AND enhance their wellbeing. No matter what age or stage you're at on your life journey, we're beside you every step of the way.

Thursday, January 22, 2026

I never imagined that after many years of fighting for LGBTQ rights, we would be at this point in our country’s history. The queer community needs to use the power of our queer money to protect ourselves, build resilience, and force change.

Tuesday, January 6, 2026

As we enter 2026, the U.S. economy faces a mix of structural shifts and fiscal changes—from automation and AI to retroactive tax cuts. Explore how these forces may shape growth, inflation, and market dynamics and find insights on equity val

Tuesday, January 6, 2026

With tax season on the horizon, a little preparation now can make the process much smoother later. This time of year often brings plenty of paperwork and deadlines, so consider this a friendly nudge to start gathering what you’ll need.

Monday, November 24, 2025

Did you know that nearly 7 in 10 U.S. households are now living paycheck to paycheck? That’s up from 60% just a year ago—the highest level Debt.com has reported in eight years.1 Rising prices and a cooling job market are big factors,...

Wednesday, November 19, 2025

As you are building your wealth and saving for retirement, a Roth IRA could be a tax-advantaged solution for you to invest your money and boost your retirement savings. Money that goes into a Roth IRA is after-tax dollars. Because...

Monday, October 13, 2025

Financial Advocacy As the cost of higher education continues to escalate , proactive financial planning has become a necessity for parents. One popular method of saving for future educational expenses is through 529 plans . These plans...

Thursday, October 9, 2025

Reviewing your retirement plan annually with your financial advisor is an important checkpoint to make sure your finances are keeping up with changes in your lifestyle, priorities, and health.

Monday, September 29, 2025

That Was Then: Boomers Define The Dream The middle class in the United States has historically been central to economic and social stability. In the mid-20th century, the middle class not only grew in numbers but also in prosperity....

Monday, September 29, 2025

Financial Advocacy "Zombie debt" is older debt typically written off as bad debt by the original creditor and sold to collection agencies for pennies on the dollar. Most of the debt sold is three to six years old in most states (even...

Monday, September 22, 2025

Retirement Planning Like Social Security, Medicare is one of the most important programs for older Americans, and yet, most people who are not yet receiving benefits do not understand it. I often hear people mix up Medicare and...

Thursday, July 31, 2025

Your thoughts, beliefs, and attitudes towards money deeply influence your financial reality. There are countless inevitable financial downfalls in our lives. Investments move with the market. Life events like job loss, divorce, the...

Thursday, July 17, 2025

Flight attendants always tell you to place the oxygen mask on YOURSELF first before helping anyone else. This advice also applies if you are a primary caregiver. You may find yourself not being able to help your loved one OR yourself.

Sunday, April 6, 2025

Suze Orman is a fantastic resource for many people. I admire her ability to simplify complex financial concepts. She has a strong consumer advocacy stance that’s incredibly valuable in a world where financial literacy isn’t as...

Tuesday, February 11, 2025

Financial Advocacy "Sustainability is no longer about doing less harm. It's about doing more good."—Jochen Zeitz In the midst of a rapidly evolving global landscape, ESG (Environmental, Social, and Governance) considerations have...

Wednesday, February 5, 2025

Financial Advocacy Financial advisors are required to pass intense securities exams and have enormous technical knowledge about finance, investing, taxes, and more. However, beyond creating a financial plan, managing investments, and...

Monday, December 2, 2024

When deciding what types of retirement accounts you may need, it’s important to understand how your various options compare to each other. A few options you may have are 403(b) plans and Roth IRAs. It’s good to know how these two...

Tuesday, November 12, 2024

Healthy Lifestyle In moments of political shifts and uncertainty, it’s natural to feel unsettled. But these times also offer an opportunity for growth, resilience, and a deeper connection to what truly matters. As we move forward from...

Friday, October 11, 2024

Retirement Planning As someone who works with businesses and individuals on their financial planning options, I often hear the question: "Can I afford to retire?" Then there are the adventurers who ask “What about retiring abroad?”...

Sunday, October 6, 2024

Retirement Planning While retirees have vastly different ideas about how they will spend their retirement years, nearly all share a single goal: to maintain their desired standard of living throughout retirement. Yet, circumstances...

Thursday, October 3, 2024

Investment & Retirement Even the most meticulously planned retirements can be thrown off course by the unexpected loss of a spouse. This emotional blow can be compounded by financial hardship if proper planning for your partner's death...

Monday, September 9, 2024

When it comes to annuities, opinions are divided. But is it time to reconsider? The SECURE Act: A Game-Changer The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019, revolutionized retirement plans. For...

Sunday, September 1, 2024

Every advisor has an investment philosophy, and mine is different than most. As a retirement planning specialist, I help people accept risks to manage their funds. This is especially important for those nearing or in retirement. Risk...

Monday, July 29, 2024

Financial Advocacy Navigating the Complexities of Student Loan Repayment or Forgiveness Options With the recent spotlight on Biden student loan forgiveness and ongoing debt relief efforts, understanding the maze of options, including...

Monday, April 1, 2024

In the evolving landscape of environmental, social, and governance (ESG) investing, recent developments in the United States have added layers of complexity to the ongoing conversation. New Hampshire Republicans may make it illegal to...

Thursday, February 29, 2024

You’ve worked hard to save and make a plan to ensure you have income for life throughout your retirement. However, I’ve learned in my 30+ years of helping clients plan for retirement that an unexpected accident, injury, or medical...

Monday, February 12, 2024

Everyone shares a common goal when it comes to financial planning: securing their finances to maintain their desired standard of living. Debt is one of the primary obstacles to achieving this goal. According to the State of Retirement...

Wednesday, January 24, 2024

You and your life partner have probably talked, dreamed, and planned about how you’ll be spending your retirement years. However, in some cases, when the relationship doesn’t go the way you planned, life can often find you on a path...

Sunday, January 21, 2024

Income. Growth. Guaranteed. Sometimes I say annuities and it's like the A-bomb. People are hearing negative things, and it's often false. I want you to learn about these. They can be a little bit more involved because you've got a...

Thursday, January 18, 2024

Aging Support Have you recently received a letter from your insurance company asking you to make an expensive choice on your in-force long-term care (LTC) policy? You're not alone. What to do when your rates take a hike Many insurance...

Thursday, May 4, 2023

Getting your first job after college or high school is both exciting and stressful, right? I totally get it! It's a massive change that comes with new challenges and responsibilities. It can be overwhelming to know where to begin when...

Friday, April 21, 2023

Financial Advocacy No, ESG isn't bullsh*t. Although this may sound like a hippie-dippy concept, ESG investing is a major factor in today's world of business. It is a widely recognized framework that is used by investors, analysts, and...

Wednesday, March 29, 2023

Money Management , Financial Planning , Lifestyle , Female Finance When you’re half of a couple, you both have the responsibility for keeping the relationship a fun, healthy and happy one. However, many couples keep financial skeletons...