by Marilyn Evans | Nov 19, 2025 | Saving money
By Marilyn Evans Are you “revenge saving”? It’s the newest shift I’m seeing — people swinging from post-pandemic splurging to aggressively rebuilding their financial cushion. And honestly, I think it’s a healthy reaction. When everything feels expensive and...
by Marilyn Evans | Oct 15, 2025 | Retirement
By Marilyn Evans Retirement planning works best when both partners are dreaming in the same direction. I shared this article because it’s such an important reminder that money decisions are emotional long before they’re mathematical. You don’t need a formal strategy...
by Marilyn Evans | Sep 16, 2025 | Inheritance
By Marilyn Evans Many people wrestle with the question of helping loved ones now versus preserving everything for later. And there’s no perfect formula — every family’s needs and values are different. What I appreciate about this article is how gently it approaches a...
by Marilyn Evans | Aug 12, 2025 | Retirement
By Marilyn Evans This “240 paychecks” concept is one of my favorite ways to simplify retirement income planning. It breaks things down into something tangible: instead of thinking about decades of unknowns, you’re thinking about a monthly paycheck — the same rhythm...
by Marilyn Evans | Jul 10, 2025 | Retirement
By Marilyn Evans The SECURE 2.0 Act continues reshaping the retirement landscape in ways many people haven’t fully absorbed yet. One of the biggest advantages for 2025 is the enhanced catch-up limits for individuals ages 60 to 63 — now up to $11,250 for 401(k)s,...
