Take control, don’t be another victim to make your teen happy… spending won’t make them happy.

This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.

Financial literacy doesn’t equate to understanding value or making good, responsible decisions.

If your wealth is tax-deferred retirement accounts, your taxes in retirement will be more than you realize.

My PSA for those adhering to a financial plan: Book your travel now.

How to make financial resolutions that lead to successful planning outcomes.

Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.

May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.

Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.

There are investing, tax planning, and retirement planning opportunities to be had before year-end.

How to have open discussions about finances for a healthy relationship.

Use money as a tool, over time you’ve viewed as the sum of their experiences.