Love and Money: A Guide to Building a Strong Financial Future Together
Love and Money: A Guide to Building a Strong Financial Future Together
Money is rarely the reason two people fall in love, but it is one of the most common reasons couples feel stressed, stuck, or disconnected over time. I’ve …
February 2026 Market Update: What Recent Moves Mean for Everyday Investors
The last few weeks have been a bit of a whiplash moment for investors. In late January, the Federal Reserve hit the pause button on rate cuts at its first meeting of 2026, even as stocks were setting fresh records.
10 Financial Mistakes Business Owners Make Before 50
Owning a business has a way of compressing time. You put your head down in your thirties and forties, focus on revenue and payroll, and then realize you’re closer to 60 than 40—and most of your net worth is tied
From Refunds to Withholding: Using Tax Season Insights to Strengthen Your Budget
Introduction: The Story Your Tax Return Is Trying To Tell You
Every spring, millions of people open their tax results and have the same reaction: either surprise at how big their refund is, or a sinking feeling when they see
5 Financial Pitfalls That Can Derail Your Retirement
Retirement should be a time of peace, freedom, and fulfillment but getting there requires more than just hitting a number in your savings account. As a financial planner, I’ve worked with countless individuals and couples navigating this transition, and one
Avoiding Tax-Time Stress: A CFP’s Take on Getting Prepared
As the April 15 deadline approaches, many individuals and business owners find themselves scrambling to get everything in order. But tax season doesn’t have to feel overwhelming—especially if you know what to expect and prepare early.
While there’s no way
Kick-Start Your Financial Plan for 2021!
With 2020’s pandemic throwing a wrench into most people’s lives, everyone is looking to the new year for a fresh start.
Whether you want to lose a few pounds, rid yourself of stress, or take up a new hobby, there’s …
