Financial Wellness could be found in your latte We need to talk about coffee. Not because I'm about to tell you to give it up. (Please. I'm an accountant, not a monster.) But because the coffee-shaming in personal finance has gotten a touch out of hand. You know the story: "If you just gave up your daily $5 latte, you could save $1,825 a year! That's a down payment! That's retirement! That's financial freedom!" Cool. But also... what if your latte is one of three things keepi

Financial Wellness is a journey, mark your wins along the way! It's that time of year when everyone's talking about what they're going to do differently in 2026. But before we rush into all that "new year, new you" energy, let's pause for a second. Because I have a hunch about something: you probably made more financial progress this year than you're giving yourself credit for. Maybe you didn't hit that savings goal. Maybe you still have that credit card balance. Maybe you or

The most physically exposed space can often become the most emotionally safe. In my previous role, I worked in a beautiful downtown...

Even in the best of times, money stress is a constant companion for many employees. But in today’s climate—with a jittery economy,...

A little over a decade ago I was chatting with my friend and we got on the topic of ways to manage money in a relationship. We were both...