Financial

Create Systems to Meet Your New Year's Goals

Jordan Schrage

Published on: 05/01/2026

Stop falling behind on your resolutions by February; learn how to make 2026 your most successful year yet by shifting your focus from vague goals to actionable systems. This post breaks down how to establish a daily "How" for your "What," allowing you to overcome willpower lapses and find fulfillment in the process rather than just the destination. Discover how a personalized, Life-Centered Financial Planning approach can turn these principles into a sustainable path toward your own version of financial freedom and retirement.

Financial

Retire Like You Invest

Jordan Schrage

Published on: 29/12/2025

The habits that helped you reach retirement can also help you enjoy it. Discover how Life-Centered Financial Planning principles support a more meaningful and rewarding retirement.

Financial

Helping Kids Get ROL With Their Holiday Cash

Jordan Schrage

Published on: 19/12/2025

Transform holiday cash into a lifelong lesson in financial literacy. Learn how the 'Three-Bucket Strategy' Spend, Save, and Give. It can help your children build a confident financial future while creating meaningful traditions.

Financial

Giving More Thoughtful Gifts

Jordan Schrage

Published on: 11/12/2025

Discover smarter, stress-free holiday gifting ideas that go beyond traditional presents. From meaningful experiences to nostalgic keepsakes and practical problem-solving gifts, this blog explores thoughtful ways to make the season merrier without straining your budget.

Financial