Question of the Week What happens if I missed Estimated Tax Day? Happy Friday, everyone! I hope you had a good week. Tax season is almost in full effect. The…
Question of the Week Numbers for the New Year Happy Friday, everyone! Last week, I wrote about high-level ways to prepare for 2023. I have some nitty gritty tactical tips…
Question of the Week What’s your word for 2023? Hey all! Happy first Friday of the year! I hope you had a restful and rejuvenating break. I know I did.…
Can you believe it’s already the end of the year? Now is the time to celebrate with friends and family, reflect on the past 12 months, and plan for the…
Question of the Week How to Make the Most Out of Charitable Giving Happy Friday! It’s that time of year to think about end-of-the-year charitable giving. During the holidays, we…
Question of the Week Scaling with the Right Clients Happy Friday, all! We are on the second to last MDB podcast of 2022! I chat with Christopher Dale, CFP and…
Question of the Week What are you thankful for? Happy Friday, all! And Happy Thanksgiving! I hope you have had a celebratory and connective holiday so far. I still love…
Question of the Week When Pivoting Is Hard Happy Friday, all! I hope you didn’t miss me too much last week. I was traveling and didn’t get a chance to…
Question of the Week What Would You Do If You Won the Lottery? Happy Friday, everyone! We’re revisiting an oldie-but-goodie blog post this week. You’ve likely heard that the Powerball…
Question of the Week Creating the Products You Want Happy Friday, all! We dropped a very cool MDB episode this week. I chat with Anjali Jariwala, CPA, CFP, an experienced…
Question of the Week Five Things To Do Right After You File Your Tax Return Happy Friday all! This week we wrapped up tax season 2022 with the passing of…
Question of the Week Charge What You’re Worth Happy Friday, all! We dropped an episode this week on MDB that I’m sure resonates with all entrepreneurs – charging what you’re…
Question of the Week Making The Most Out Of Business Travel Happy Friday, all! I’m excited and anxious about traveling for my first financial planning conference in almost three years…