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Beyond the Numbers

Financial literacy, wellness, and community updates, with practical ways to reduce money stress and communicate with confidence.

Talking About Money With Kids Starts With...
Jaelyn Vickery Jaelyn Vickery

Talking About Money With Kids Starts With...

Financial literacy for kids often begins long before a classroom lesson. In a recent workshop with teens at the Phillips Recreation Center, we explored how early money memories, chores, and everyday experiences shape lifelong money habits, responsibility, and overall well-being.

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Financial Literacy Isn’t Enough.
Jaelyn Vickery Jaelyn Vickery

Financial Literacy Isn’t Enough.

Financial literacy is only the beginning. Discover why consumer awareness and emotional intelligence are the real keys to lasting financial wellness for young adults.

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What Women Business Owners Are Really Building Right Now
Jaelyn Vickery Jaelyn Vickery

What Women Business Owners Are Really Building Right Now

From Guest to Grounded: In one year, my seat at the Women’s Business Council Raffelpalooza lunch changed, and so did my perspective on wealth. What I witnessed in a room full of women business owners was a collective shift: success defined by values, wellness, and collaboration rather than money alone.

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Overspending Is Not a Willpower Problem
Jaelyn Vickery Jaelyn Vickery

Overspending Is Not a Willpower Problem

Overspending is not a will power problem. It is a systems problem. In this article, Jaelyn Vickery, CFT™, founder of Dimensional Wealth, explores why rigid budgets fail, how emotional and cultural pressures shape spending, and what actually builds lasting money clarity and confidence. Featuring insights from a recent CNBC interview, this piece reframes overspending as a wellness issue, not a personal flaw.

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You Are Not the Prey: Why Tax Season Prep Starts Now, Not in April
Jaelyn Vickery Jaelyn Vickery

You Are Not the Prey: Why Tax Season Prep Starts Now, Not in April

As a society, we're not taught how to play the "tax game" in school, which often leads to financial stress and massive, unexpected tax bills. But here’s the key takeaway from my conversation with CPA and entrepreneur Darion Wiggs: Strategic wealth-building means thinking about taxes 365 days a year. 

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The American Dream: Alive or Dead?
Jaelyn Vickery Jaelyn Vickery

The American Dream: Alive or Dead?

According to Nasdaq, the total cost of the American Dream — housing, college, transportation, childcare — has more than doubled for Millennials and Gen Z compared to what Boomers paid. And that’s after adjusting for inflation.

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