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The Joy of Saving: Turning Rising Prices Into Smart Choices

Feeling the pinch at checkout? If it feels like every grocery trip and even a quick Target run is blowing up your budget, you’re not alone. Rising prices are everywhere right now, but there’s good news: you can take back control. In our latest blog, The Joy of Saving: Turning Rising Prices Into Smart Choices, we share practical, no-stress strategies to save money, waste less, and keep your budget (and sanity) on track just in time for the holidays.

2025 is Smiling - Portfolio Perspective

Your Student Loan Plan Just Changed—So Should Your Strategy

August 1 isn’t just another day on the calendar.It’s the day interest starts accruing again for millions of borrowers. But for more than 8 million of us on the SAVE plan—including me and my son, Seth—the problem is much bigger.Due to recent court rulings, the SAVE plan as we know it is ending. The low payments and interest pauses felt like a lifeline, but that safety net is gone.Now, not only is interest back on, but every day we stay on the SAVE plan is a day that doesn't count toward forgiveness. The chickens are coming home to roost, and the pressure is on to make a new plan—fast.

Big, Beautiful… and a Bit Blurry

Outsmart Burnout and Lifestyle Creep: Lessons from Dr. Fred Kency

AI Doesn’t Know Your Client (And That’s a Good Thing)

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