Equanimity Wealth Planning and Investing

06/02/2026

Many thanks to Osaic's Foundation Grants as they have awarded both YogAutism and The Business Forum Foundation with $1,000 grants! The grants were based on Carrie's continuous involvement with these amazing organizations and we are looking forward to seeing the magic that can be made with the proceeds!

06/01/2026

We can't believe it, but it's been 1 year at our new location! We'd love to see you, stop by sometime at 2912 Marketplace Drive in Fitchburg!

06/01/2026

Great news for Dane County Residents! Dane County has added more FREE composting sites to the county so as of 6/1 there will now be 12 active composting sites. Registration is free, so if you don't compost at home, consider participating in this program!

Dane County’s Department of Waste and Renewables will expand its food scrap drop-off program to 12 total locations starting June 1, officials said.

05/29/2026

It’s May 29th, which means it’s 529 Day!! We love helping people plan for their children’s futures, and often incorporate a 529 College Savings Plan or 529ABLE! Learn more about these programs by reading past blog posts.

5/22/2025 - Expanding 529ABLE Eligibility https://www.equanimitywealth.com/blog/expanding-529able-eligibility

8/12/2022 - We All Know Someone Who Can Benefit From a 529ABLE https://www.equanimitywealth.com/blog/we-all-know-someone-who-can-benefit-from-a-529able

6/21/2021 - 529 DAY! https://www.equanimitywealth.com/blog/529-day

05/29/2026

A good plan supports both responsibility and adventure. Let me explain.

Long-time clients of mine came to me for planning because they want to ensure they can continue living life the way they’ve been living in retirement. They have intense jobs and they live by the Work Hard and Play Hard mantra. They go all-in all year round only to go on expensive family trips several times a year. Life’s not worth living without their travel plans. So we worked on balancing their need for adventure and their future, where they are still able to play hard, but also do it confidently since they’ve got everything else accounted for. They know we left no stone unturned, so they are 100% aware of the threats that could come between them and their success, which was the permission they needed to continue enjoying their time away so enthusiastically.

We help you to live life on your own terms.

05/19/2026

How does the "current AI bubble" compare to past market bubbles? Read this article to find out if we need to worry, or sit back and enjoy the ride.

The stock market has a long history of getting carried away by the future.

05/08/2026

What is Grey Divorce? It’s a term used to describe a couple going through divorce after they have reached age 55. Grey Divorce is becoming more commonplace than ever before. The number of such divorces has doubled since 1990.

Click the link to read the blog post or listen to the podcast on Spotify:

Blog Post: https://www.equanimitywealth.com/blog/preparing-for-grey-divorce
Podcast: https://open.spotify.com/episode/4hlZfevhrDELG7N9nrVz0c?si=84ND4uNBTiWji9ADvaqASQ

04/24/2026

Truth

04/23/2026

This one goes out to all the Manifestors...!

04/22/2026

HAPPY EARTH DAY! Here is a list of blog posts that address climate and earth health!
* "Investing for Climate Change" https://www.equanimitywealth.com/blog/investing-for-climate-change
** "Earth Day- ESG Investing in the Trump Era" https://www.equanimitywealth.com/blog/esg-investing-in-the-trump-era
*** "Climate Change and Inflation- are they linked?" https://www.equanimitywealth.com/blog/climate-change-and-inflation-are-they-linked
**** "Earth Day 2021 - Ideas for Change" https://www.equanimitywealth.com/blog/earth-day-2021
***** "The Water's On! - Investing in Clean Water" https://www.equanimitywealth.com/blog/the-waters-on
****** "Wait, Can Climate Change Affect My Municipal Bonds?" https://www.equanimitywealth.com/blog/wait-climate-change-can-affect-my-municipal-bonds

Happy Earth Day, and Happy Reading!