How to create wealth, and where stocks fit into that.

Benefits that you need to create for yourself as a self-employed individual

Some of the headaches my clients ran into this year, and how to be proactive for 2022 tax season.

Unstructured thoughts around the superior benefits of behavior over numbers and data in personal finance.

A blog discussing how to create layers in your finances to avoid disrupting your investments.

An introduction to the changes in your taxes that come from being an independent contractor.

The top five questions I've heard this season as an Enrolled Agent.

The perks of having a credit card and how to use it to your advantage.

Four tips to be more effective with your shopping and remove the guilt that many feel from shopping.

Outlining the costs of selling stocks including taxes, commissions / broker fees and the opportunity cost of your time.

Why a tax projection is important and how to use it to plan and set expectations.

Three things to simplify your budgeting.

Intangible benefits of a financial planner to consider beyond just dollars and cents.

Tips to simplify investing without giving up successful outcomes.

A summary of my firm ownership in the first year.

Things to think about when leaving a job to remain respectful, and prepare for what is next.

A personal story on a tooth journey and what was learned.

Considerations when having uncomfortable conversations as an introvert.

Options available to you with old defined-contribution retirement accounts.

Which accounts should be prioritized? Unfortunately it depends, but this blog breaks down what you should be considering.