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How much cash should you keep in your HSA?
By Marilyn Evans HSAs are one of the most powerful savings tools available, but knowing whether to invest the funds or keep them in cash can be confusing. I liked this article because it breaks down the decision — risk tolerance, near-term medical needs, tax...
Inspiring the next generation
By Marilyn Evans Legacy planning is about more than dollars — it’s about meaning. That’s what I loved about this article. It encourages families to start conversations around purpose, giving, and what they want future generations to understand about their values. You...
How This Type of Business Model Could Spur Purpose and Growth For Small Businesses
By Marilyn Evans If you’re interested in small business ownership, this article takes a refreshing look at how business models affect culture, purpose, and long-term stability. I like that it goes beyond the financial side and touches on leadership, team engagement,...
Estate Planning for Pets: How to Protect Your Furry Friends
By Marilyn Evans Pet lovers will appreciate this one. It’s so easy to overlook our animals when creating an estate plan, but they depend on us — and they deserve a safety net too. This article walks through pet trusts, caretaker instructions, and simple steps to...
Women and the Venture Capital Gap
By Marilyn Evans It’s inspiring to see how far women have come in leadership and economic strength — but some areas still lag behind. Venture capital is one of them. The numbers in this article are eye-opening, and frankly, a little frustrating. But they also...
2024 Most Affordable Places To Retire
By Marilyn Evans If you’ve ever daydreamed about where you might want to live in retirement, this article is such a fun place to start. It highlights affordable cities, lifestyle perks, and why some areas are gaining popularity with retirees. Even if you’re not...
AI Tools Changing Retiree Entrepreneurship
By Marilyn Evans I find it so inspiring when people step into new ventures later in life, and AI tools are making that even more possible. This article explains how retirees can use technology to simplify tasks, organize ideas, and make starting a small business or...
How to Live for Today, Plan for Tomorrow
By Marilyn Evans Balancing everyday expenses with long-term goals is something we all work on. This article offers thoughtful reminders about staying organized, setting priorities, and giving yourself grace when life feels overwhelming. It also underscores how helpful...
Navigating Retirement Pitfalls
By Marilyn Evans Even the best planners can miss a detail or two — it happens to all of us. I shared this article because it walks through some of the common retirement “missteps” in a really approachable way. Understanding these ahead of time can help you avoid...
Why Do Renters Have to Save More?
By Marilyn Evans The choice between renting and buying affects more than just your monthly budget — it can shape your long-term retirement outlook too. This article gives a helpful overview of why renters may need to save differently and what factors are worth paying...
Retirement Accounts When You Change Your Job
By Marilyn Evans Did you change, or are you thinking about changing jobs, with funds in a retirement account? You have options and a financial advisor can help you sort through them – before you pay related taxes. This informative, quick video explains the options....
FIRE Retirement
By Marilyn Evans Heard the buzz about FIRE retirement but wondered what it means? Well, it’s Financial Independence, Retire Early, and it’s not an easy thing to do. Here’s a quick article that explains it. If it is something you are considering, Harvest Moon suggests...
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