The Election and Your Money
Get a financial advisor’s data-based perspective on what happens to the stock market during election years and the impact on financial planning.
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Category: Lifestyle
7 Common Tax Mistakes and How to Avoid Them
No one enjoys taxes, but failing to think ahead or making errors can cost you. Learn about seven common tax mistakes it is best to avoid.
6 Charitable Giving Strategies to Ease Your Tax Burden
There are still plenty of ways to receive tax benefits from philanthropy. Learn about six charitable giving strategies you can use today.
Your Initial Salary: What Now?
What steps can you take as a college graduate to set yourself up for financial success? Get advice from a peer studying financial planning.
What Is Lifestyle Creep and How Can You Avoid It?
Lifestyle creep is the enemy when you crave independence, but you can avoid it if you recognize the signs and develop strategies. Learn how.
How to Stop Worrying About Money
Are financial concerns keeping you up at night? Learn how to stop worrying about money by exploring why this happens and what you can do.
How to Financially Prepare for Divorce
Unraveling a marriage isn’t easy. Learn how to financially prepare for a divorce, so you make smart decisions and improve your outcomes.
How to Stop Fighting Over Money
Are financial arguments destroying your relationship? Learn why they happen and how to stop fighting over money once and for all.
How to Invest in Happiness and Your Future
Is it possible to invest in happiness and your future simultaneously? Absolutely! Let’s explore some strategies for making that happen.
“Procrastinators Unite”
We all put things off occasionally, but the rallying call of “procrastinators unite” won’t serve you when it comes to finances. Learn why.
My CFP® Journey: Mission Accomplished, Lessons Learned
I am excited to report that on November 5, 2020, I passed the Certified Financial Planner™Exam (AKA the CFP®). Here’s what that means.