🔍Unlock Hidden Wealth, Safeguard Your Future...
This week, we’re looking ahead: how to future-proof your insurance coverage, what to do with “found money” before it slips away, and a reader’s question on using life insurance for estate planning when you’re not ultra-wealthy
Protecting Your Future: Insurance, Care, and Cash Flow Choices
For high earners, insurance decisions ripple into every part of financial life, from long-term care options to debt management.
This week, we’re diving into how long-term care planning intersects with life insurance, how insurance premiums fit into a cash-strapped budget, and a reader’s question about whether young, single professionals really need coverage.
Mid-August Money Tune-Up
Mid-August is a great moment to give your finances a quick reset before fall picks up.
This issue is all about easy wins—tidying where your retirement money lives so growth compounds on a bigger base, smoothing the month so paychecks and bills play nicely together, and keeping your 401(k) choices simple enough to run on autopilot.
Small moves now mean quieter, easier money later.
Are Your ‘Smart Money Moves’ Costing You More Than You Think?
The higher your income, the easier it is to overlook financial leaks disguised as “good decisions.”
This week, we’re auditing essential coverage, exposing hidden investing costs (even on no-load funds), and answering a smart question about one of the most underused retirement tools.
Graduations, Weddings & Big Moments: Money Moves That Make Sense
May is for milestones — but those family celebrations come with price tags. This week, I’m breaking down smart ways to help your loved ones without sabotaging your own financial future.
Money moves for people who don’t have time for money moves
Let’s be real — most high earners are juggling intense careers, family obligations, and a social calendar that leaves little time for complicated money management.
That’s why this week’s newsletter is packed with moves you can make in minutes that have a long-term impact on your financial confidence and security.
Smart Retirement Hacks, Budget Resets, and A Money Dilemma From My Inbox
Now is a great time to talk about how your side hustle could quietly boost your retirement game. Plus, let’s tackle sneaky budget busters and a spicy money dilemma from my inbox.
5 Quick Money Moves + A Student Loan Wake-up Call
It's the last week of our April financial literacy series. We’re serving up 5-minute money moves for busy high earners — plus a critical update on the return of federal student loan defaults starting May 5th.
Are you on track...or just tracking?
It's week four of our April financial literacy series. This week's focus is on cash flow...for now and retirement.
If you're a HENRY...this is for you
In this issue, we’ll discuss why financial literacy matters for high earners & why the top 5 matter most.
This mistake still stings...
In this issue, we’ll talk about growing tax free money & the impact of tariffs on your wallet.
April is financial literacy month...what does it mean for you?
In this issue, we’ll talk about how to maximize financial literacy month for your wealth and one of my favorite scriptures.
Some retirement myths to bust & award winning honors💥💥
In this issue, we’ll talk about retirement myths that EVERYONE needs to know and give an update on student loans.
Student loan woes & tariff blows...SMH
In this issue, we’ll address how tariffs will impact retirement plans and concerns regarding the DOE & student loans.
An unexpected quiz and some pitfalls for you this week
In this issue, we’ll address the impact social security will have on retirement and financial pitfalls to avoid.
Self love and building wealth are connected
In this issue, we’ll address the 4% rule used by many for retirement planning and financial self love.
Later will be here before you know it...
In this issue, we’ll address the bucket strategy to approaching retirement and the activities that lead to long term wealth.
Football 🏈 withdrawal is real...and so is the red zone
In this issue, we’ll address the retirement red zone and the schemes created by Buy Now Pay Later (BNPL) companies.
Making money but missing peace? It’s time for both
In this issue, we’ll address cash flow planning for the present and the future.