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Blog

A woman standing and smiling in a busy office building.
Jodi Hanson | Mar 4, 2026

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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comforting-communication
Jodi Hanson | Mar 4, 2026

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Estate Planning
Family
Health
Disability
Insurance
Risk Management

These conversations aren’t easy.

Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe

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reflection showing in a lake
Jodi Hanson | Mar 4, 2026

What 2025 Taught Us About Staying the Course

Investments
Finance
Risk Management
Retirement

Some years pass quietly. 2025 wasn't one of them.

Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested

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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Jodi Hanson | Mar 4, 2026

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Parent reading a book to their newborn child
Jodi Hanson | Mar 4, 2026

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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