April is Financial Literacy Month. Which is cute, considering the banks who broke the system are now offering to teach us how to survive it.

If you’re living paycheck to paycheck, being told to study amortization schedules isn’t helpful—it’s insulting. Let’s talk about why this “just be smarter” advice misses the point entirely.

You don’t need to overhaul your financial plan every time headlines get loud. But if recent volatility has you thinking about next steps—like trimming company stock or putting idle cash to work—now might be the time to take action on things you already wanted to do.

A growing number of attorneys are leaving high-paying firm jobs over ethical concerns. Here’s how to think through the money side of that decision.

If you’ve ever contributed to a traditional IRA without taking a tax deduction, used the backdoor Roth IRA strategy, or withdrawn money from a Roth IRA, Form 8606 is the unsung hero that keeps you from paying taxes twice on the same dollars. The problem? Most people don’t even know it exists. Here’s why this form matters and how it can protect you from costly tax mistakes.

Got a tax bill that made you wince? Or a refund that made you wonder why so much of your money was sitting with the IRS all year? The IRS Withholding Estimator can help you tweak your paycheck withholding or set up estimated tax payments so you’re not caught off guard next tax season. Here’s how to use it to get ahead and avoid penalties.

Roth IRAs can be great—until you realize you weren’t actually allowed to contribute. If your income was too high last year and you accidentally put money into a Roth IRA, you’ll need to fix it fast to avoid a recurring 6% penalty. Here’s what to do, whether you want to recharacterize the contribution, withdraw the excess, or make sure you’re not paying more taxes than necessary.

Your inbox is probably overflowing with emails saying, “Your tax documents are ready!”—but are you sure you have everything you need? Every year, people rush to file, only to realize they’re missing a key tax form that could lead to IRS headaches down the road. Before you hit submit, double-check your situation against this list to make sure no form got lost in the shuffle.

You’ve taken on the responsibility of managing your household’s finances, and maybe you even enjoy it—but if your partner isn’t engaged, they’re not truly a financial equal. For their sake and yours, it’s time to bring them in—not just to share the numbers, but to make sure they have a voice in the decisions that shape your life together.

Letting your partner handle the finances might seem like the easiest path, but it also means you’re giving up a say in some of life’s biggest decisions. You don’t need to become a financial expert—but if you want real security, independence, and a stronger partnership, it’s time to start asking questions.

The political climate feels more uncertain than ever, and many investors are wondering: should I change my investing approach? While no one can predict the future, I’m staying the course (for now)—and here’s why, along with some key considerations for managing risk, protecting your assets, and thinking beyond just the stock market.

Recent headlines about Vanguard’s SEC settlement have sparked concerns among investors holding target date funds. While the news highlights some risks, it doesn’t mean these funds are a bad choice. Here’s how to understand their value, avoid tax pitfalls, and invest with confidence.

Resolutions are a great way to kick off the New Year, but they’re just the start. Learn how accountability frameworks can help you stay on track and achieve meaningful progress.

The holiday season often sparks reflection on what truly matters—family, creativity, or simply rest. With careful planning, you can take a career break without derailing your future goals.

As the New Year approaches, rethink the impulse to overcommit. Knowing what to postpone can make all the difference in achieving what truly matters.

When someone asks, 'What’s new?' it often feels like they want to talk but don’t know what to say. Here’s why it’s ineffective—and what to ask instead to spark connection.

In a world that often feels unstable, true security doesn’t come from hoarding wealth or isolating yourself—it comes from gratitude, connection, and reciprocity. By recognizing “enoughness” and embracing the gift economy, we can build stronger communities and find joy, even in uncertain times.

An unusually high income year can bring tax challenges, but it also offers opportunities to save and plan for the future. Explore strategies like maximizing 401(k) contributions, charitable giving, and tax-loss harvesting to make the most of your financial gains.

If your income is unusually low this year, you may have a unique opportunity to save on taxes and boost your financial future. From Roth IRA contributions to tax-gain harvesting, here’s how to make the most of a challenging year.

When a financial windfall arrives, it’s easy to fear spending—even when it aligns with your values. By addressing the “runaway train fallacy,” you can reframe financial anxiety into empowerment, blending security with meaningful choices.