In 2019, Tax Freedom Day for the average taxpayer was April 16th. In higher taxed states, like California, the day was April 20th and, as late as May 3, for those residing in New York and DC.

“Your father and I have worked too hard to save up this nest egg. I hope we don’t have to spend it all on healthcare expenses in our old age.”  

On Saturday, June 15th hundreds of tired and cognitively depleted students walked out of a six-hour examination. They’ve studied for months to prepare for one of the most notorious and revered exams in finance. The exam was the CFA and I was one of those people. I wasn't sure how I felt about the exam - the pass rates can be daunting.

I wanted a happy, uplifting article for October and I soon remembered, October is financial planning month! Now, I’m the first person to think the National Day trend has gone too far with offenders such as “May 9, National Lost Sock Memorial Day” and of course the upcoming “November 12, National Pizza with the W

Remember when you learned to ride a bike? You likely started with training wheels fully touching the ground and with lots of practice, feeling a sense of accomplishment the day the training wheels were removed. Ultimately you mastered the art of bike riding through practice.

In honor of “Home Ownership Month,” I thought I would share my most recent experience of becoming a homeowner. It felt like it happened pretty fast. I was entertaining the idea for several months, having the big debate of whether I should rent or buy, visiting open houses, and constantly perusing Zillow. But I wasn’t ready to take the leap.

As I sent my eldest child, Bella, to 2nd grade a couple of weeks ago, I began thinking of how fast life has gone by. It feels like she was just an infant last week. I’m enjoying every minute of it, as so many have advised me, but as a planner, I can’t help but look forward and wonder if my husband and I will be totally prepared to send her off to college some ten years fro

Many of us aren’t addressing the realities of retirement planning. Here are some of the most common planning mistakes being made today.

To Retire with Confidence,  Have a Plan.

If you want to retire with confidence, have a plan.