Happy Thanksgiving! Every year I make my kids watch Garfield’s Thanksgiving and A Charlie Brown Thanksgiving. The nostalgia makes me happy and grateful. Sometimes it’s still hard for me to believe that I’m a grown-up and have a family of my own! I’m hoping this year will be the year that I can force my family to watch Planes, Trains, […]

What to Do With a Windfall Windfall could be a large cash bonus from work, proceeds from the sale of your stock options when your company goes public, or unexpected inheritance. Here are some tips on how to handle your money when you are handed the check. Keeping It Getting rich and staying rich requires […]

Can’t believe it is November! Here are some articles that caught my attention this past week. This week is a little investment heavy. Let me know if there are topics you are interested in learning about! 4 Things That Will Never Change for Young Investors Even though the world is continuously changing, these 4 principles […]

The Power of Health Savings Accounts for Retirement Planning Health Savings Accounts aka HSAs are one of the most valuable retirement savings tools out there for higher income earners. Using an HSA correctly allows you to lower your taxable income, grow the asset tax free, and withdraw the money tax free. Triple tax benefit!! It […]

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 […]