Teaching Kids about Savings and Investing
Financial literacy doesn’t equate to understanding value or making good, responsible decisions.
April Brings Spring, Baseball and Taxe… Squirrel!
If your wealth is tax-deferred retirement accounts, your taxes in retirement will be more than you realize.
Book Travel Now - Time for Experience Spending
My PSA for those adhering to a financial plan: Book your travel now.
Resolutions Gone Bad: Rein In Your New Year.
How to make financial resolutions that lead to successful planning outcomes.
Inflation: Increase assets, borrow, and lock in debits.
Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.
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.
2020 - The Worst Year Ever… Really?
Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.
Closing Time for 2020
There are investing, tax planning, and retirement planning opportunities to be had before year-end.
Why worry or fight? Have the money talks without the walk.
How to have open discussions about finances for a healthy relationship.
Experience Your Spending
Use money as a tool, over time you’ve viewed as the sum of their experiences.
Would’ve, Could’ve, Should’ve… But Did You?
Instead of talk of the future, act on the constants - change and time.
Proactive Planning and Health Remain Critical
Putting off your health or planning over fear isn’t the “new normal”.