Hope you are done with your 2021 taxes! If you have a tax preparer, give them a hug, a big one. It’s been a particularly rough tax season. Tax preparers are leaving the profession in record numbers, and there are not enough new recruits to replace them. Couple this with the major tax legislation enacted […]

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. […]

Not sure about you, but I am so glad January is over. This quote from James Clear, author of Atomic Habits, helped me through the month that seemed to last forever: “When working with people, assume good intentions. When listening to people, interpret their words in a generous way. You will occasionally get burned and mistreated […]

Deflating Your Inflation Investing Fears Inflation worries are dominating the headlines again. This article is a good reminder that you don’t want the cure to be worse than the disease. Look Ahead to 2032, at the Very Least Investing is not a get-rich quick scheme. It takes time, patience, and discipline. Not a very exciting […]

Buh bye 2021! Hope this email finds you and your loved ones healthy and safe! How to Make Your Financial Life Happier in 2022 Do you think you will be happier if/when you have more money? This article gives you strategies on being happier in your financial life that aren’t dependent on the size of […]

Wow, 10 days til Christmas… Here’s what I’ve been reading: What’s the Value of a Financial Advisor? Happiness. When I saw this article’s title, I definitely rolled my eyes and thought what a crock of you-know-what! I am a jaded and cranky lady after all. However, I started to really think about the premise before […]