Invest with Tess - Tessa Steinemann

06/02/2026

Halfway through the year and your finances are still on autopilot? 🗓

Here are 6 things to review in June. Most people skip at least 3 of these.

Swipe through and check off as you go 👉

1️⃣ Net worth check
2️⃣ Budget reality check
3️⃣ Debt payoff progress
4️⃣ Emergency fund top-up
5️⃣ Investment contributions
6️⃣ Insurance & estate docs

Drop your score in the comments 👇 (be honest)

Save this for your money date this weekend. It’s the mid-year review you didn’t know you needed.

06/02/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

05/29/2026

POV: suddenly everything feels like a business expense. 😂

Ending the week with a reminder that intentional spending still matters… even when something is technically a “write-off.”

Because good cash flow habits > convincing yourself every purchase is tax strategy.

Oh and yes, a write off does NOT mean it’s free!

05/29/2026

A raise, bonus, or financial windfall can create real momentum financially but only if there’s a plan for it before lifestyle inflation takes over.

Extra income should create more options for your future, not just more monthly expenses.

Pay off high-interest debt.
Strengthen your emergency savings.
Max out tax-advantaged accounts.
Then intentionally decide what portion goes toward enjoying life now.

That balance matters more than most people realize.

05/28/2026

Honestly? Being good with money feels kind of boring.

Not in a bad way. In a “I don’t panic when I check my account” way. In a “bills are just bills, not a crisis” way.

Nobody really talks about that part.

We see the highlight reel: the investments, the income streams. But not the quiet that comes with actually having a system.

Swipe to see what it really looks like. 👉

05/27/2026

You can’t build a strong financial plan without understanding where your money is actually going first.

Most people are surprised by what shows up in a real spending audit: subscriptions they forgot about, lifestyle inflation that slowly crept in, and spending habits that no longer match their priorities.

It’s not about judgment or cutting out everything fun. It’s about making sure your money is working toward the life you actually want to build.

If you want help reviewing your cash flow and building a plan around your goals, reach out.

05/27/2026

After more than a decade of U.S. leadership, international markets are making a powerful case as a complement to portfolio. With attractive valuations and earnings growth trending positively, the case for looking beyond the U.S. is getting harder to ignore. In this week’s Money with Murphy, Kara explains how leadership often rotates when many don’t realize it’s happening.

International markets are gaining momentum. Kara Murphy explains why leadership rotates, valuations look compelling, and global investing matters now.

05/26/2026

78% of people save what’s left over.

The problem? There’s never anything left.

Paying yourself first flips the whole system. Your savings come out before you spend a single dollar. Not after.

It doesn’t matter if you start with $10 or $500. What matters is the habit.

Swipe to see exactly how to make it work (even when money feels tight). 👉

05/26/2026

Championship teams aren’t built on highlights alone, and neither are portfolios. The parts that get the least attention often matter the most when conditions get tough. In this week’s Markets in a Minute, KIM Investment Analyst Ryan Chang explains why bonds are an essential piece of a title-winning portfolio.

05/26/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est