2025 February Update

2025 February Update

The way financial literacy is often talked about makes it sound like a personal failing, but the real problem is how complicated personal finance has become. We focus on helping people build financial systems that fit their unique lives—not chasing some one-size-fits-all standard.

2025 January Update

2025 January Update

As Robert Burns’ words remind us, even the best-laid plans can go awry. Change is inevitable, often unexpected, and managing uncertainty is challenging. This January, we’re focusing on what’s within our control amidst a whirlwind of legislative and financial updates.