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Markets and Uncertain Times

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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 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 […]

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, […]

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 […]

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. 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, […]