by Jeff Baker | Jan 29, 2026 | Blog
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move? Probably not. That’s because both fear and greed make us reactive. These emotions tend to cloud our judgment and make us impulsive, even...
by Jeff Baker | Jan 22, 2026 | Blog
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better.1 In fact, most folks admit their finances have not gotten better over the past year. And at...
by Jeff Baker | Jan 8, 2026 | Blog
You know how life tends to throw in a few plot twists? They don’t ask if you’re ready. They just show up—with potential financial consequences tagging along. A layoff. A diagnosis. A parent who needs help. These moments don’t come with instruction...
by Jeff Baker | Jan 1, 2026 | Blog
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help...