Frugal February… A Different Take, One That’s Sustainable.
Many use Frugal February as a month to not spend. While noble, how sustainable is this for improved outcomes Instead, let’s discuss actions that provide yearlong benefits plus a better time to start.
Perfection is the Enemy of Good, Focus on Executing Improvements.
While 2022 has been a challenging investment environment, it has been a fantastic year to see the benefits of executing financial plans over the past few years.
Take this job and shove it!? Measure twice, cut once.
May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.
If your taxes could talk, what would they say?
Your just completed taxes are telling you how to save money in 2021 and beyond, are you listening?
2020 - The Worst Year Ever… Really?
Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.
Would’ve, Could’ve, Should’ve… But Did You?
Instead of talk of the future, act on the constants - change and time.
Ch-Ch-Changes - Turn And Face The Strange
CARES Act legislation impacting 2020 tax laws, provisions and deadlines.
Ten Years Gone: People Evolve, Plans Should Too.
A plan is not a buy-and-hold investment, it needs to be dynamic as you evolve.
HSA & HDHP - Alphabet Soup of Work Benefits
Work benefits are complicated, including High Deductible Health Plans (HDHP). Health Savings Accounts (HSA) can be utilized to your advantage for savings and tax planning.
Small Business Owners In Booming Economy, "What, Me Worry?"
When times are good, wasteful practices arise but are seldom mentioned, let alone fixed. Be proactive now to drive efficiencies, your employees and clients will thank you.