Laura Parker

09/01/2026

September often feels like a natural reset—a chance to pause, reflect on what has changed and consider what deserves our attention in the months ahead.

As you look toward the rest of the year, consider asking yourself:

• What matters most to me right now?
• Have my priorities changed?
• Do my financial decisions still reflect the life I want to build?

Growth does not always require a dramatic change. Sometimes, it begins with an honest moment of reflection.
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08/31/2026

August offered plenty of reminders to pause, stay motivated and make time for what matters.

Before moving into September, consider asking yourself:

What went well this month?
What deserves more attention?
What is one intentional step I can take next?
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08/27/2026

Financial decisions often extend beyond one person or one generation.

Intergenerational planning may include conversations about:

• Supporting aging parents
• Helping children or grandchildren
• Passing along family values
• Reviewing estate documents
• Preparing heirs for future responsibilities
• Coordinating with legal and tax professionals

Starting these conversations early may help family members better understand one another’s priorities.
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08/26/2026

A Roth conversion may offer certain tax advantages as part of a long-term retirement strategy, but it's not the right choice for everyone. Understanding how conversions work—and the potential tax implications—can help you make more informed financial decisions based on your individual circumstances.

Learn more about Roth conversions and key considerations in this article:

Learn how Roth conversions could fit into your long-term retirement strategy.

08/24/2026

A pause can create room to think, reflect and respond with intention.

Before making a major decision this week, give yourself permission to slow down and consider what matters most.
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08/21/2026

If you're changing jobs or retiring, deciding what to do with your workplace retirement savings is an important financial decision. An IRA rollover calculator can help you explore different scenarios and better understand how various assumptions may affect your retirement savings projections—but it's only one part of the decision-making process.

Learn how to use an IRA rollover calculator and the factors to consider before making a move in this article:

Over the years, I’ve walked many clients through the decision to roll over an old 401(k) or retirement plan.

08/19/2026

Social Security may be one part of a broader retirement income strategy, but deciding when to claim can involve several considerations.

These may include:

• Your retirement timeline
• Other available income sources
• Your health and family history
• Spousal or survivor benefits
• Potential tax considerations

The appropriate approach depends on your individual circumstances and goals.

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08/17/2026

Sometimes doubt can become motivation.

Let it remind you why you started, then keep your focus on the work in front of you.

And yes—celebrate the milestones along the way.
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08/13/2026

Social Security can be an important source of retirement income, but understanding what your future benefits may look like is key to planning ahead. Factors such as your earnings history and the age at which you choose to claim benefits can affect your estimated monthly payment.

Learn more about estimating your Social Security benefits and how this information can support your retirement planning:

For many people approaching retirement, one of the biggest questions is: “When should I start taking Social Security?”

08/12/2026

Sometimes the best way to reset is to turn up the music and move. 💃

Dance has always been one of my favorite ways to recharge, have fun and stay present.

What song is guaranteed to get you on the dance floor?