Blog Posts
Two Truths – One Tale
Love a quick game Love learning Want to improve your personal finance acumen Let 8217 s Play
Grads, Moms and Dads, Babies and Brides! Tis the Season!
Spring and early summer are filled with many opportunities for celebrations and are popular times for a variety of planned transitions in our lives <
Property Tax Protest Anyone?
Property Tax Protest Season is upon us Is it appropriate for your situation Some facts and tips to help you decide
Money Talk – April 2024
All Eyes Are On 8211 Different Things
FANG to FAANG to Today we are on to 8220 The Magnificent 7 8221 Women continue
Women and Finance: Financial Self-Care – Not Quite a Bubble Bath but Far More Impactful!
You may have an exercise program skin care routine and or spiritual renewal commitments But what about financial self care routine
Higher Taxes? Highlights of TCJA and Rates if Sunsetted on 12/31/2025
Tax Planning for the Years Ahead – A Reminder of the TCJA Tax Laws Scheduled to Sunset With the end-of-year tax planning season knocking on
Managing the Affairs of a Loved One
Losing a loved one is an extraordinarily difficult experience During this trying time you must still complete a variety of tasks and make important financial
Three Important Investment Lessons of 2023
The rollercoaster ride of 2023 was a poignant reminder of a few of the most fundamental investment lessons we impart upon our clients and ourselves
And Baby Makes Three (or Four)!
What to Financially Expect When You are Expecting
Women and Wealth – A Path to Financial Freedom
We recently had the honor at presenting at the inaugural FIERCE conference an organization founded by and for women Their mission is to accelerate the
CDs are at 5%+ – Why Risk Investing in the Market?
Why should I invest in the market when I can get a guaranteed five percent right now What a great question And with CD
Cyber Security, Home Security, Personal Security…but SOCIAL Security?
Are YOU Feeling Very Secure
Somewhat ironic perhaps Social Security conjures up neither feelings of security nor being very social these days It
How Much is Your Identity Worth? Potentially Everything
While 8220 everything 8221 is admittedly dramatic it is intentionally dramatic with the hope of grabbing your attention After all we are competing for your
Estate Planning Considerations – Getting Your Ducks in a Row
Even though I have a big presentation to give at work today it s my mother s birthday and I promised to coach my
Financial FOMO – Fear of Missing Out – YOU Too?
Does the grass sometimes look greener on the other side Friends and neighbors just cashed in on the investment of a lifetime
Tax Loss and Gain Harvesting – Intentionally Employed Tax and Portfolio Strategies
Markets go up and markets go down over the course of an economic cycle but the long term trend is Up and to the Right