Insights & Resources

Financial Planning Insights

Practical guidance for aligning your wealth with what matters most. Updated regularly with fresh perspectives on retirement, tax strategy, and intentional living.

The Hidden Cost of Money

Financial Planning

The Hidden Cost of Money: Why Modern Life Feels Harder Than It Should

Why does money feel harder to manage today? Explore how inflation, declining purchasing power, and broken incentives quietly shape your financial life.

Jim Crider, CFP®
9 min readDec 2, 2025

Taking Action

Financial Planning

Taking Action: Turning Intentions Into Impact

Why do so many people plan but never follow through? Learn how small, consistent actions compound into radical results.

Jim Crider, CFP®
9 min readNov 11, 2025

Money & Your Children

Financial Planning

Money and Your Children: How to Raise Kids Who Think Before They Spend

How do you talk to your kids about money without making it awkward, stressful, or accidentally teaching them the wrong lessons?

Jim Crider, CFP®
8 min readNov 11, 2025

Making Decisions

Financial Planning

Making Decisions: How to Think Clearly, Act Intentionally, and Live by Your Values

What if the hardest part of making a good decision isn't the decision itself — but realizing there's a decision to be made?

Jim Crider, CFP®
9 min readNov 6, 2025

Money in Marriage

Financial Planning

Money in Marriage: How to Talk About What Really Matters

Money is one of the leading causes of divorce. But it's not the money itself that destroys marriages. It's the conversations couples never have about it.

Jim Crider, CFP®
8 min readOct 24, 2025

Money Before Marriage

Financial Planning

Money Before Marriage: How to Talk About Finances Before You Say “I Do”

Nobody wants to turn a date into a financial audit. But roughly 60% of married people say they wish they'd talked about money before tying the knot.

Jim Crider, CFP®
8 min readOct 22, 2025

What Is Money?

Financial Planning

What Is Money? A Deeper Look at Meaning, Values, and Financial Freedom

Have you ever stopped to ask yourself what money actually is? If you're going to make good decisions with your money, it helps to start with a clear understanding of what it is and what role it should play in your life.

Jim Crider, CFP®
7 min readOct 21, 2025