What the 2026 IRS Updates Mean for Your Retirement Strategy The Rundown on IRS Updates Every year, the retirement planning landscape shifts a little. Contribution limits adjust, income thresholds move, and healthcare costs creep higher. I’m not writing about this to overwhelm you—but to hopefully inspire you to take a fresh look at your financial […]
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The 6 Financial Disasters That Can Derail Your Future—and How to Prepare for Them Prepare Your Finances for the 6 Life Disasters I once worked with a client who came to me carrying more than $30,000 in credit card debt spread across several cards, with interest rates ranging from 15 to 24 percent. She had
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Should You Make Extra Mortgage Payments? How to Know What’s Right for You Whether the ‘Extra Mortgage Theory’ is For You Depends On Your Situation Clients ask me all the time whether making extra mortgage payments is really worth it. In fact, I just got an email this week from someone asking me to fact
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The Big 5 of Estate Planning: Why Every Family Needs a Plan—Not Just the Wealthy The Elements to Focus on in Estate Planning Most people don’t think about estate planning until something forces their hand. It feels intimidating, emotional, or like something you handle much later in life. But here’s the reality: most Americans never
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The 7 Biggest Risks to Your Finances—And How to Build a Safety Net That Lasts Protect Your Wealth Against the 7 Biggest Risks When most people think about financial planning, they jump straight to investing: “Should I be buying more stocks?” “Is the market going to crash?” But after years of serving families, entrepreneurs, and
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Smart Spending Strategies for the 2025 Holiday Season Avoid the Swipe Trap this Holiday Season As we’re now entering November, the holiday season is officially on the horizon. That means one thing for your finances: it’s time to start planning your holiday spending now—not during the rush, not once the stacks of credit-card statements start
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6 End-of-Year Charitable Giving Strategies to Give with Heart and Strategy Tips for Gen Z Peers on How to Manage Money Stress Let’s be honest: money stress is real. Whether it’s the anxiety of checking your account balance before payday or the comparison game that happens every time you scroll through social media, our finances
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6 End-of-Year Charitable Giving Strategies to Give with Heart and Strategy Increase the Impact of Your End-Of-Year Giving I serve on boards of several nonprofits because I believe that giving back is a way to amplify the good work that the organizations are doing to help communities for various causes. As soon as November starts,
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Credit Card Myth Busters: What Young People Need to Know About Building (and Keeping) Good Credit Debunking Credit Card Myths Your credit might seem like a mysterious concept that quietly decides your future—from getting a car to renting your first apartment. Adding to the mystery is the bad advice and myths floating around about how
Government Shutdowns and Your Retirement: What You Need to Know What to Know About the Government Shutdown With government shutdowns becoming more frequent and lasting longer — the most recent one stretched to 35 days, according to Vanguard. Even still, it’s natural to wonder how these events might impact your retirement stability and investment strategy.
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