Category: Lifestyle

My CFP® Journey: What I Learned About Fulfillment

The rigorous CFP® journey, while certainly about learning and achievement, can also teach us about ourselves. Get insights from a new grad.

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.

There are still plenty of ways to receive tax benefits from philanthropy. Learn about six charitable giving strategies you can use today.

Get a financial advisor’s data-based perspective on what happens to the stock market during election years and the impact on financial planning.

What steps can you take as a college graduate to set yourself up for financial success? Get advice from a peer studying financial planning.

Lifestyle creep is the enemy when you crave independence, but you can avoid it if you recognize the signs and develop strategies. Learn how.

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.

Unraveling a marriage isn’t easy. Learn how to financially prepare for a divorce, so you make smart decisions and improve your outcomes.

Are financial arguments destroying your relationship? Learn why they happen and how to stop fighting over money once and for all.

Is it possible to invest in happiness and your future simultaneously? Absolutely! Let’s explore some strategies for making that happen.

We all put things off occasionally, but the rallying call of “procrastinators unite” won’t serve you when it comes to finances. Learn why.

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.