Money and Meaning: Aligning Financial Goals with Personal Values

Mike Perros

Published on: 16/02/2026

Financial planning is about more than numbers - it’s about what those numbers make possible. When your financial decisions reflect your values, money becomes a tool for security, generosity, and purpose rather than stress or uncertainty. This article explores how aligning your goals, spending, and investments with what matters most can bring greater clarity, confidence, and meaning to your financial life.

Finance

How to Make Your Financial Plan Recession Resistant

Mike Perros

Published on: 16/02/2026

Recession headlines can stir anxiety, but economic downturns are a normal part of the market cycle - not a reason to abandon your plan. A recession-resistant financial strategy focuses on preparation, diversification, and flexibility rather than prediction or panic. This article explores how strengthening your foundation, aligning your investments with your goals, and maintaining a long-term perspective can help you navigate uncertainty with confidence and clarity.

Finance

Smart, Last Minute Moves That May Lower Your 2025 Tax Bill

Mike Perros

Published on: 01/12/2025

The end of the year can feel hectic, but it’s also one of the most valuable windows for smart tax planning. With just a few intentional moves - like adjusting retirement contributions, using up FSA funds, harvesting investment losses, or making strategic charitable gifts - you may be able to meaningfully reduce your 2025 tax bill. These aren’t complex strategies; they’re practical steps you can still take before December 31 to finish the year with clarity and confidence.

Finance

Wake Up Your 401(k): Make It Match Your Goals

Mike Perros

Published on: 01/12/2025

Too many retirement plans run on autopilot - set years ago and never revisited. But your 401(k) or 403(b) should do more than accumulate money; it should reflect your goals, your timeline, and the life you’re building. In this article, Mike Perros explains why personalization matters, where default options fall short, and how a thoughtful review can turn your workplace plan into a true strategy for your future.

Finance