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How to Stress-Test Your Financial Plan
Most financial plans look great when everything is going well. But what happens when life throws a curveball?
That’s where stress-testing your plan comes in. Asking simple “what if” questions—what if my portfolio dropped 25%, what if I lost my job for six months—can show you if your financial plan is truly built to last.
Sean Rawlings
Oct 33 min read


The Psychology of “Enough” in Wealth Building
Making more money doesn’t always make you wealthier. The key is knowing your version of enough.
Here’s why defining it can be the difference between always chasing more and finally building the life you want.
Sean Rawlings
Sep 263 min read


How to Plan a Career Break Without Derailing Your Finances
A sabbatical year often means lower income, and that can open the door to tax strategies like Roth conversions or harvesting capital gains at lower rates.
Taking time off isn’t just possible—it can be smart, if you plan for it.
Sean Rawlings
Sep 193 min read


The Real Cost of Homeownership: What the Math Really Says in Your First 7 Years
Buying a home isn’t a bad decision, but it’s often misunderstood. The early years of a mortgage are mostly interest, not equity. Understanding this math is key to making homeownership part of a long-term financial plan instead of your entire plan.
Sean Rawlings
Aug 293 min read


How to Plan for Kids Without Derailing Your Financial Future
Having children is one of life’s most exciting milestones—but it’s also one of the most financially impactful. From diapers and daycare to college and beyond, it’s easy to feel overwhelmed by the rising cost of raising a family. But with some proactive planning, you can grow your family without sacrificing your financial future.
Sean Rawlings
Jul 243 min read


How Much House Can You Really Afford?
Everything you should be thinking about when it comes to buying a new house and affordability.
Sean Rawlings
May 233 min read


Building a Plan That Withstands Any Storm
The core components of a financial plan that can weather any storm.
Sean Rawlings
Apr 15 min read


Receiving a Windfall? Here’s How to Make Sure It Sets You Up for Life
How to handle a windfall. Tips, tricks, and strategies for maximizing your newfound wealth.
Sean Rawlings
Mar 75 min read


What Happens When You Inherit Money, Property, and More: A Step-by-Step Guide
Learn how to manage inherited assets, from taxes to trusts, and make smart financial moves after receiving an inheritance.
Sean Rawlings
Jan 36 min read


Should You Buy or Lease a Car?
Deciding whether to buy or lease a car depends on your finances, lifestyle, and long-term goals. Here’s how to make the best choice for you.
Sean Rawlings
Dec 6, 20244 min read
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