Sound Investments for a prosperous planet

financial planning

Year-End Planning

With holidays around the corner, the end of the year is traditionally a busy time filled with family, friends, and planning for the year to come. This year, get a head start on year-end tasks to ensure your financial situation remains on track, and to position yourself for success in 2023 and beyond.

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A Q&A With Financial Behaviorist Jacquette Timmons

Jacquette Timmons works as a financial behaviorist committed to helping people manage choices around money. She is the author of “Financial Intimacy: How to Create a Healthy Relationship with Your Money and Your Mate” and hosts of one of my favorite money podcasts, “More Than Money.” Jacquette is a much-loved speaker, and her work has

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Pandemic Planning: Transitions, Endings, and New Beginnings

Most of us have experienced important disruptions due to the COVID-19 pandemic. At the time of publication, more than 128,000 Americans have died from the illness, leaving entire communities in mourning. Shut-downs and quarantine orders have devastated the economies of entire cities. Nearly everyone—even the most privileged—have had to make major changes to their daily

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