The CFP® Pro Tip of the Week: WITHHOLDING LESS – Many people make the mistake of over withholding taxes from their paychecks in order to get a big refund. Remember that a big refund is nothing more than you extending an interest-free loan to Uncle Sam. See how to make the money you earn throughout the year work […]
The CFP® Pro Tip of the Week: TAX WITHHOLDING – Do you get a big refund every year? Let’s talk financial spring cleaning and withholding adjustments.
The CFP® pro tip of the week: FINANCIAL COACHING – Life is full of financial decisions. Here’s why having an expert to help is a good idea.
Can you afford to retire early? Great question! Everyone loves the idea of being able to retire early, but the bigger question is, do you have a plan to do so, or know what it will take to get there? And not just get to retirement, but a plan to get you through retirement? Here […]
One of the questions I ask as part of my discovery process is, “What did you learn from your parents about Money?” – And the resounding answer is, “Nothing.” Discussing finances with the entire family has been considered taboo for way too long now. We’ve all discussed right vs wrong, good vs bad, reward vs […]
70% of couples fight about money and in my experience, talking about money and finances digs up a lot of emotions. Many of which may not be so good, especially if it is discovered that your partner has been committing financial infidelity, which nearly 12 million Americans have admitted to. Hiring a CFP® Pro to […]
I get this question all too often from Pre-Retirees that are nearing retirement. The problem here is that they have been shooting in the dark for years doing the best that they can and abiding by the “rule of thumb”, but have never actually had an analysis done to see if what they are saving […]
If you’re a millennial know this about financial planning: Time is still on your side, but it won’t be for much longer. Learn the steps that you can be taking now to ensure your financial independence.
The CFP® pro tip of the week: FINANCIAL RESOLUTIONS. Learn how to improve the odds of keeping your pledge to save more without falling off the wagon only a month later.
