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.

Payroll taxes are directly withheld and often forgotten about. This blog summarizes what they are and how to manage them.

What to consider when negotiating a lease renewal.

An example looking into the "cost" of prepaying debt as opposed to investing extra savings.

There is high short-term inflation which was necessary to get us through the pandemic. Control what you can, and focus on the long-term.

Balancing your saving and spending to find happiness, and the costs of having a lack of balance.

What your credit score means and why it doesn't have to be so scary.

How investment trusts like WHFITs are taxed, and what to be aware of before investing in these trusts.

A summary of the costs for me to move from Philly -> Scottsdale, Arizona.

Financial considerations before leaving a job, and how to make sure you are set up for success going forward.

Determining your burn rate allows for understanding your spending, your risk capacity and a baseline to compare future changes.

The future of taxes are unknown. Combat this with tax diversification.