Making the Most of Tax Time
January 12, 2024
My CPA sent me my tax organizer yesterday. Ugh. We’re only in the first few weeks of January! Really?! He couldn’t have given me one more week of tax prep
Blogs That Make Financial Planning Feel Easy
Explore smart strategies and insights to take control of your finances.
Shutting Down the FOMO Noise
December 19, 2023
This blog is for those of you who find yourself down a rabbit hole at the mention of a “better way” to invest. It goes something like this.. As I
When To Hire a Specialist Over a Generalist
November 29, 2023
I share the following story with you to illustrate why hiring a CFP is a great idea, but you need to be mindful of their limitations. I start by admitting
Recent
Not Sure Who to Trust With Your Money? Start Here.
Hiring a financial advisor sounds easy until you see a dozen websites and have zero idea who’s legit and who’s just a good salesperson.
This free guide walks you through 5 smart, real-world questions to ask any advisor before you commit. It’s short, direct, and could save you from years of regret.
If you’re serious about getting financial clarity, this is where to start.
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