Your Year-End Checklist
Question of the Week Your Year-End Checklist Happy Friday, all! The end of 2022 is here. And for many of you, 2022 couldn’t come any sooner. So before we get…
Category: Fundamentals
-
-
What are you thankful for?
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… -
Why Credit Card Points Don’t Save You Money
Question of the Week Why Credit Card Points Don’t Save You Money Happy Friday, all! I had a great conversation with some clients this week that I wanted to share.… -
Happy Self-Care Weekend!
Question of the Week Happy Self-Care Weekend! Happy Friday, everyone! With the income tax extension deadline last Friday, I talked to many stressed clients and was a bit stressed myself.… -
Four Steps That Can Improve Any Situation
Question of the week Four Steps That Can Improve Any Situation As most of you know, I was visiting family earlier this month. I got to see my oldest niece,… -
Living Your Passion
Question of the Week Living Your Passion Happy Friday, all! After two weeks away, I’m happy to say I’m back safely and excited to be with you all again. I… -
Focusing on Your Spending, Rather Than Your Earnings
Question of the Week Focusing on Your Spending, Rather Than Your Earnings Happy Friday, all! Admittedly, this Five-Minute Friday is somewhat selfish. Barring any last-minute Delta variant cancellations, I’m about… -
A Reference Guide for Homebuyers
Question of the Week A Reference Guide for Homebuyers The housing market has been super hot since we’ve been coming out of the pandemic. I have several clients starting or… -
How to Control Your Spending Without Tracking Every Penny
We all agree you shouldn’t spend more than you make. You may intuitively feel that you’re wasting a lot of money on inessentials. Yet the last thing you want to… -
A Guide to Your Mid-Year Personal Finance Review
Question of the Week A Guide to Your Mid-Year Personal Finance Review Happy Friday, all! Last week I gave you a guide to your mid-year business review, and this week… -
Systems and Self-Care
Question of the Week Systems and Self-Care This week on the podcast, I chatted with Emlen Miles-Mattingly, the founder and CEO of Gen Next Wealth, a financial planning firm focused… -
The Key to Closing the Racial Wealth Gap
Question of the Week The Key to Closing the Racial Wealth Gap Happy Friday, all! We had a historic week this week as Juneteenth became a federal holiday. Juneteenth (short… -
Making The Most Out Of Business Travel
Question of the Week Making The Most Out Of Business Travel With a first or second shot in our arms, many of us are starting to feel an unaccustomed optimism…