SET UP CALL
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4 days ago
The Year of Marriage
Financial considerations when getting married.
Rising Rates Silver Lining
Pros and cons of rising interest rates, and what to do about it.
The Perfect Balance Sheet
Considerations when building a balance sheet for future income replacement.
Do Stocks Create Wealth?
How to create wealth, and where stocks fit into that.
Self-Employed Company Benefits
Benefits that you need to create for yourself as a self-employed individual
Lessons From 2021 Tax Season
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.
Layers to this
A blog discussing how to create layers in your finances to avoid disrupting your investments.
Taxes as an Independent Contractor
An introduction to the changes in your taxes that come from being an independent contractor.
Welcome to 2021 Tax Season
The top five questions I've heard this season as an Enrolled Agent.
Credit Card Convenience
The perks of having a credit card and how to use it to your advantage.
Dec 29, 2021
Do 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, 2021
Three Costs to Selling Stocks
Outlining the costs of selling stocks including taxes, commissions / broker fees and the opportunity cost of your time.
Nov 30, 2021
Tax Projection Szn
Why a tax projection is important and how to use it to plan and set expectations.
Nov 16, 2021
The Perfect Budget Doesn't Exist
Three things to simplify your budgeting.
Nov 3, 2021
Intangible Benefits of a Financial Planner
Intangible benefits of a financial planner to consider beyond just dollars and cents.
Oct 19, 2021
Five Tips for Successful Investing
Tips to simplify investing without giving up successful outcomes.
Oct 5, 2021
Pocket Project Turns One 🎈
A summary of my firm ownership in the first year.
Sep 21, 2021
Considerations When Quitting a Job
Things to think about when leaving a job to remain respectful, and prepare for what is next.
Sep 7, 2021
The Cost of Putting Off Your Health - A Personal Story
A personal story on a tooth journey and what was learned.