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August 2025

The Easy Way to Be a Cash-Flow Pro

Are your spending habits really aligned with what you value most? Cash-flow planning isn't just about knowing where money comes from. It's also about understanding where it goes — and making intentional spending decisions based on your goals. Your discretionary spending tells a story. Review our simple 4-step framework for reviewing your cash flow, setting realistic goals, and staying on track so you can become your own cash-flow pro!
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Pitfalls to Avoid Under the One Big Beautiful Bill Act

Explore how the latest budget bill may affect your daily life, from rising health insurance premiums and shorter enrollment windows for Affordable Care Act plans to changes to tax deductions, credits, and more.
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