Author Archives: Alex Orozco

The holiday season should be about joy, not stress, right? Whatever your traditions, the key to a fulfilling holiday season lies in aligning your spending with what truly brings you joy. … Read More

Building a secure and joyful retirement takes a bit of planning, consistent saving, and making choices that align with your values, now and in the future. … Read More

Jaki’s journey is a testament to the power of resilience and the willingness to learn and grow. … Read More

While money wasn’t a source of concern during her childhood, everything changed in high school for Barby when she took on responsibility for household bills. … Read More

You may feel the weight of wanting to be generous while also trying to stick to financial goals, or the pressure of a growing credit card balance. So how do we gift without regret? … Read More

In this blog, we will break down some of the most common myths so you can stress less and enjoy your money more. … Read More

Whether you’re trying to build up your Essential Savings or trying to pay down debt, understanding the different stages you go through when implementing change will benefit you and your Plan. … Read More

We share our three principles for finding money + life balance as a Caring Professional. … Read More

Understanding what money is coming in and what is tied up in commitments to others is the foundation of your Plan. … Read More

Whether you are an educator looking to stretch your income over the next couple of months or juggling fluctuating income for a short period, how can you embrace a summer money mindset to enjoy the season and set yourself up for success in the fall? … Read More