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First, I hope this post finds you and your loved ones safe and well. With the terrible state of affairs in the Ukraine, it’s personally been a reminder of how blessed I am to do what I love with people I truly care about and to have the freedom to do so! War is unpredictable. […]
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Here’s what I’ve been reading this past week or so. This week, I’ve been reading about the proposed tax changes with the recently released draft of tax legislation from the House Ways and Means Committee. Nothing has been passed, but there are potential impacts for all taxpayers, especially high-income earners, to be aware of should […]
Here’s what I’ve been reading this past week or so. Eighteen Year Breakups Are Never Easy Seeing images of my friends taking their children to college on social media the past couple of weeks has tugged at my heart strings. These are children who I watched learn how to bike, then to drive. How did […]
The Majesty of Simplicity The financial industry is paid to make things complicated. My job is to help keep things simple while always remembering that simple does not equal easy. Why I Might Never Pay Off My Mortgage Should I pay off my mortgage? This article highlights how we don’t live in a spreadsheet and […]
Here’s what I’ve been reading this past week or so. Investing is No Field of Dreams Important investment advice with a tie-in to Kevin Costner. Yay! The 3 Phases of Making a Major Life Change We have all just lived through a major worldwide pandemic. Maybe you reflected on what’s really important to you and […]
Here’s what I’ve been reading this past week or so. Couples Are Happier When They Talk About Money Some uncomfortable facts: 74% of women die single, and 90% of women will manage their own money in their lifetime, whether they want to or not. Many married or partnered women don’t realize that the statistics overwhelmingly say that someday […]
Here’s what I’ve been reading this past week or so. Can I Afford To Retire? People don’t normally wake up and say “hey, I need a financial planner today”. They reach out because something in their lives triggers the need to find a resource to help them with a life transition like a job change, […]
