Jun 185 minRising Rates Silver LiningPros and cons of rising interest rates, and what to do about it.
May 318 minThe Perfect Balance SheetConsiderations when building a balance sheet for future income replacement.
May 36 minSelf-Employed Company BenefitsBenefits that you need to create for yourself as a self-employed individual
Apr 196 minLessons From 2021 Tax SeasonSome of the headaches my clients ran into this year, and how to be proactive for 2022 tax season.
Mar 94 minMusings #1Unstructured thoughts around the superior benefits of behavior over numbers and data in personal finance.
Feb 237 minLayers to thisA blog discussing how to create layers in your finances to avoid disrupting your investments.
Feb 96 minTaxes as an Independent ContractorAn introduction to the changes in your taxes that come from being an independent contractor.
Jan 267 minWelcome to 2021 Tax SeasonThe top five questions I've heard this season as an Enrolled Agent.
Jan 125 minCredit Card ConvenienceThe perks of having a credit card and how to use it to your advantage.
Dec 29, 20215 minDo I Have a Shopping Problem?Four tips to be more effective with your shopping and remove the guilt that many feel from shopping.
Dec 14, 20216 minThree Costs to Selling StocksOutlining the costs of selling stocks including taxes, commissions / broker fees and the opportunity cost of your time.
Nov 30, 20216 minTax Projection SznWhy a tax projection is important and how to use it to plan and set expectations.
Nov 3, 20216 minIntangible Benefits of a Financial PlannerIntangible benefits of a financial planner to consider beyond just dollars and cents.
Oct 19, 20216 minFive Tips for Successful InvestingTips to simplify investing without giving up successful outcomes.
Sep 21, 20215 minConsiderations When Quitting a JobThings to think about when leaving a job to remain respectful, and prepare for what is next.
Sep 7, 20215 minThe Cost of Putting Off Your Health - A Personal StoryA personal story on a tooth journey and what was learned.