Year-end financial planning tips so you can be a financial badass!

As the end of the year approaches, it is time to finish up your last-minute financial to-do’s. Here is a list of things that you should consider as you wrap up the year so that you can leave 2022 feeling like a financial badass. Review this list now as many deadlines...

Lions and Tigers and Bears, Oh My! What to do when all you hear and see about the stock market and economy shouts fear, panic, and more…

Yesterday (11/10/22) happened to be the best day in the stock market since 2020! The U.S. stock market (S&P 500) rose 4.8%, International stocks surged 5%, and publicly-traded REITs increased by more than 6%. Did you hear much about this? I am guessing not as the...

What the hell is going on with Student Loans?

Note: Extended Public Service Loan Forgiveness Waiver ends October 31, 2022!! Time-limited changes to the public service loan forgiveness program allow borrowers to qualify for forgiveness during time periods they did not previously qualify.  If you have worked in a...

Finding the Right Financial Planner for You: Fiduciary, Fees, and Focus

According to the Bureau of Labor Statistics (BLS), there are 275,200 financial advisors across the United States. How are you supposed to find one that values integrity, works in your best interest, and works holistically to help you with more than just your...

Financial Planning for the LGBTQIA+ Community During Uncertain Legal Times

I remember exactly where I was and how I felt on June 26, 2015 when the Supreme Court delivered their ruling in Obergefell v. Hodges that “same-sex couples may exercise the fundamental right to marry”. Joy, freedom, happiness, and so many more emotions coursed through...

6 Tips to Empower Your Summer Finances

Woohoo, it’s officially summer!!! Summertime is when most people I know tend to travel more, get together with friends, play, and do many other things they typically don’t do throughout the year. Which also usually means not spending the time we should on our...

✨2022 Investment News 40 Under 40 Award Recipient✨

Investment News is a publication serving the financial industry with quality content, data, and information on core areas which include Retirement Strategies, ESG/SRI, Regulatory Issues, Diversity, Equity, and Inclusion, and more. They have an extensive reach which...

10 Books You Need to Read to Become a Financial Badass and Up Your Finance Game

I absolutely love getting lost in a book and so many others I work with are also total book lovers. There are quite a plethora of finance books out there and it's easy to get overwhelmed and not know where to start or begin and hopefully this list helps whittle it...

What does inflation mean for your investments and WTH are I-Bonds???

Inflation can sound super scary and news channels are ringing the alarm bells for the recent increase in inflation rates. Inflation is represented as the rate at which prices for goods and services are rising which means your dollars won’t buy as much as it has in the...

Stock Options & Taxes: Common Mistakes Made When Filing Your Taxes

Did you get offered company stock options in 2021?? If so, congrats! If you bought or exercised your stock options, then you need to watch for these common tax pitfalls when filing your taxes. There are a lot of different acronyms and names out there when referring to...
6 Tips to Empower Your Summer Finances

6 Tips to Empower Your Summer Finances

Woohoo, it’s officially summer!!! Summertime is when most people I know tend to travel more, get together with friends, play, and do many other things they typically don’t do throughout the year....

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