As close friends and neighbors have children heading into their senior year of high school, I can’t help but think about the fact that I will have a senior 2 years from now? It’s an exciting and emotional time for parents and students. During this swell of emotions, there are important practical considerations for senior year. […]

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. […]

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 […]

Here’s what I’ve been reading this week: Women May Be Better Investors Than Men. Let Me Mansplain Why. Do you put off investing because you are afraid you will mess it up? Well, my friend, you are wrong. Data from major studies concludes that the average female investor outperforms the average male investor. Read why […]