Blog
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How can I make my money work for me?
Question of the Week How can I make my money work for me? Hey all! Happy Five-Minute Friday. I hope you’ve had a good week! I’ve gotten a few questions… -
Help! Do I need to send a 1099-Misc?
Question of the Week Help! Do I need to send a 1099-Misc? Hey all! Happy Five-Minute Friday. I hope you’ve had a good week! Tax season is officially here. The… -
How can we keep our new habits going?
Question of the week How can we keep our new habits going? Hello, hello, hello! It’s that time again. Welcome to your Five-Minute Friday check in. This is our last… -
How can we start new habits?
Happy Five-Minute Friday! We’re in our third week of creating good habits in 2020, and this week we focus on ways to make your new habits easy. And if you’re… -
Building Healthy Habits in 2020 – Step 2
Question of the Week Happy Friday! It’s time for another Five-Minute Friday financial check-up. This time, we’ll continue a short series on building better habits for 2020, drawing on James… -
What are some ways to build healthy habits for 2020?
Happy new year! I hope your 2020 is off to a great start. This year is your year! In this first installment of Five-Minute Fridays, we talk about building healthy… -
Three Simple Habits That Will Help You Stick To Your 2020 Budget
It’s that time again! The end of the year (in fact the end of the decade!) is upon us, and a lot of us are starting to set goals for… -
Preparing For The Upcoming Recession
The U.S. economy has now been growing for over ten years, the longest period of economic expansion in our history, but nothing lasts forever. Lately clients have been asking me… -
10 Questions Your Financial Advisor Should Ask You
Finding an advisor can be tough. A potential client told me the other day that he’d met with two other advisors besides me, and we’re all very different. People who go by… -
Can I Deduct That As A Business Expense?
I work with many business owners and by far, the most commonly asked question I get is, “Can I deduct that as a business expense?” As with all good tax law… -
The Top 10 Financial Planning Concerns for Unmarried Couples
Before marriage equality, LGBTQ planning lore was full of horror stories. There was the lifelong partner kicked out onto the street after his lover passed away. A woman who had… -
The Best Retirement Plans for Small Businesses
On Tuesday, I gave some tips on improving your finances in 2015 by making simple changes to your retirement account. These solutions are also accessible to those of you who… -
5 Ways LGBTQ Financial Planning Is Different
On Friday, I asked a client for some additional documents so I could prepare for an upcoming meeting. He said he’d get to it soon, but not before Monday. He…