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Leveling Up Your Financial Literacy: Podcasts, Blogs & Books Worth Following

When you’re trying to make smarter money decisions, it can feel like there’s endless information out there and not all of it is trustworthy. The good news? You don’t need to know everything about finance. You just need to know where to turn for reliable, relatable advice. Here are some of my favorite resources to help you build financial confidence, one step at a time. For Women Her First $100K (Tori Dunlap) Podcast, blog, and social channels focused on helping women fight

2 min read

Roth vs. Traditional: Which Retirement Account Fits Your Life?

When Sam got their first “real job,” they were excited to finally start saving for retirement. But when HR handed over the paperwork, they froze: “Do you want to contribute to a Roth or a Traditional account?” Sam had no idea what the difference was, and they’re not alone. This is one of the most common questions I hear. The good news? Once you understand the basics, choosing between a Roth and Traditional retirement account becomes much clearer. The Basics Traditional Retire

2 min read

The Lost & Found of Money: Tracking Old Accounts Before They Disappear

Life moves fast. You change jobs, move cities, start new adventures. But your old accounts? They don't always move with you. That 401(k) from your first job? The savings account you opened in college? The small IRA your old employer set up? They might still be sitting out there, quietly waiting for you. The problem is, the longer you lose track of these accounts, the harder they are to find and the more potential growth you miss. Why Consolidating Old Accounts Matters Easier

2 min read

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Leveling Up Your Financial Literacy: Podcasts, Blogs & Books Worth Following

Roth vs. Traditional: Which Retirement Account Fits Your Life?

The Lost & Found of Money: Tracking Old Accounts Before They Disappear

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