And why they’re not all created equal... One thing I’m deep in right now in my CFP® studies is retirement income planning. And every time pensions come up, I’m reminded how confusing this topic has been made unnecessarily. So let’s slow it down. A pension is simply a retirement benefit that promi...

One thing I’m deep in right now as part of my Certified Financial Planner® prep is taxes specifically how different types of losses are treated very differently by the IRS. On paper, a loss is a loss.In real life (and on your tax return), that’s not how it works. Two terms that come up a lot are ...

January is loud. Everyone is setting goals.Everyone is optimizing.Everyone is declaring what this year will be “the year of.” When I reflect on 2026, I notice something different. There are many things I could aim for:– business growth– new projects– creative expansion– personal goals– financial ...

I want to share something more foundational today not about exam dates or study plans, but about why I’m becoming a CFP® in the first place. From the beginning, NurseMoneyDate® was intentionally built as an educational platform. I believed and still believe that nurses are capable of learning how...

I want to share a decision I made recently and why it was much harder than it probably looks from the outside. I’ve decided to take my CFP® exam in July instead of March. On paper, this sounds simple. Just a scheduling change. Just four more months. Emotionally? It felt extreme. It felt like fail...