Freedom, Inspiration, Lifetime Fulfillment.
Connecting Money with Meaning.

Latest Commentary

Economic Musings
Reading the economic tea leaves: what’s going on in the world that affects investing and financial strategy

Financial Passageways
Sharing knowledge on some of life’s most important financial transitions

Person looking over cliff of unknown

And then it happened…your job is gone!

Take your time to adjust to this major change and get in the right headspace. It’s important to remember that you’re not alone in going through this difficult period. It’s crucial to take practical steps to stay afloat during this challenging time.

Poking fun at an overly serious world of financial expectations

Sue Stevens
Sue Stevens is an award-winning personal finance author and retired financial advisor.
About Sue Stevens »
Tim Wrobel
Tim Wrobel is a corporate communications specialist and long-time colleague of Sue Stevens.
About Tim Wrobel »