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Trusting the Process – What Passing the CFP® Exam Taught Me About Investing

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If you’ve ever taken on a big challenge- whether it’s running a marathon, starting a business, or raising children- you know that success rarely happens overnight. It requires consistency, discipline, and the ability to push through fear and uncertainty. Recently, I passed the CFP® (Certified Financial Planner) exam—a milestone that took months of intense study, […]

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Becca's boys at the beach!

Suns Out, Funds Out! Tips to Stay Financially Cool in the Summer Heat

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May, lovingly referred to as the unofficial second December or “Maycember”, is the blitz of the end of school year filled with parties, exams and final projects, sports tournaments, graduations, and all the things. Summer is around the corner, and with it comes sunshine, pool or beach days, BBQs, and the urge to hit pause

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Nancy Knous and Carolyn Hughes on the field at a Vols Game

The Playbook for Retirement: Goals for a Winning Exit from the Workforce

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If you read any articles, you’ve seen plenty about this subject. No, I’m not talking about football this time—Go Vols! I actually wanted to give you some big-picture questions to ask yourselves before you get too far down the road toward retirement. Don’t worry, I’ll keep it short. 1. Retirement versus financial independence: what’s your goal? This is a

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Katrina's 4 boys at a pumpkin farm

Fall Into Financial Success: 7 Year-End Tips You Don’t Want to Miss

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As the fall air settles in, most of us are thinking about cozy sweaters, warm apple cider, and pumpkin-spiced everything. My personal favorite fall event is taking the kids to a nearby pumpkin patch and a back yard bonfire. Mmhmm, I can almost taste the perfectly charred marshmallows!    Festivals and holiday gatherings with family are

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Becca Mirza holding a book, reading her two boys

From Diapers to Dollars: Juggling Family, Work, and Finances

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Returning to work after maternity leave is a milestone filled with emotional tension – excitement and anticipation mixed with grief and mild anxiety at leaving a new precious baby. As a mother of two young boys, I’m navigating the joys and challenges of expanding our family while keeping an eye on our financial health. Achieving

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