January 26, 2026
Should I Do a Roth Conversion in My TSP? What You Need to Know Before Converting
A new TSP rule is making Roth conversions easier starting in 2026, but easier does not mean simple. Converting can create long term tax free growth, but it can also trigger a significant tax bill if done at the wrong time. Here’s what federal employees and service members need to understand before making a move.
January 12, 2026
Cash Management Strategies for Realtors: Balancing Liquidity, Growth, and Peace of Mind
Most realtors don’t struggle to make money. They struggle to manage it. Variable commissions, seasonal slowdowns, and cash-intensive opportunities make cash decisions especially challenging in real estate. Without a clear plan, it’s easy to swing between reinvesting everything and sitting on too much cash. In our latest blog post, we break down how real estate professionals can think more strategically about cash buffers, liquidity, and long-term growth, without overcomplicating things.
December 29, 2025
A More Grounded Way to Set Financial Goals: A guide for self-employed professionals and realtors
Setting financial goals looks different when income isn’t predictable. A more realistic, flexible approach for self-employed professionals and realtors.
December 15, 2025
How Investments Make Money: A Simple Guide for Realtors
Understanding how investments make money doesn’t have to be complicated. Learn how dividends, interest, and appreciation work together, especially for realtors and self-employed professionals building long-term wealth.
December 1, 2025
Cash Flow Clarity for Realtors
Managing personal cash flow as a realtor can feel overwhelming when your income changes from month to month. In this post, we break down three common cash flow categories we see in our Financial Health Assessment and share simple ways to strengthen your system.
November 17, 2025
Retirement readiness isn’t one moment—it’s a progression. Whether you’re just getting organized, tightening up your systems, or already planning with intention, small steps can create meaningful momentum. Our Financial Health Assessment helps you understand where you stand and what to focus on next so you can move toward retirement with confidence and clarity.