Resources + straight talk

Read before you decide.

Plain-language education for nurses, families, and professionals who want context before the conversation.

Nurses + independent work · 8 minute read

A financial checklist before a nurse moves to 1099 work

A straight-up framework for thinking through income variability, benefits, protection, taxes, retirement, and the business side of independent work.

Retirement income · 7 minute read

Nine questions to ask before moving a retirement account

A practical way to slow down a rollover conversation and compare access, costs, guarantees, tax treatment, and long-term fit.

Protection planning · 6 minute read

Seven questions to ask before choosing life insurance

Begin with people, obligations, time horizon, affordability, and product tradeoffs—not a one-size-fits-all number.

The Nurse-to-1099 Guide

A practical checklist for the benefits, protection, taxes, and retirement questions that change with independent work.

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