Tax Time Updates!

Tax time updates

As you know, tax season is in full swing! If you have not already started preparing your tax return, you likely will be soon!  Before we jump into talking about the tax return, it is important to know that the IRS has recently stated Americans should plan to receive a smaller refund this year. The […]

🎄Holidays + 📈 Inflation = Creative Solutions

Increase Your CashFlow

When you begin working with a financial coach, one of the first things that you will do is to create a budget that accurately reflects your expenses and priorities. With a budget and tracking expenses, clients immediately see where they can change behavior.  There are times, though, like when inflation and the holidays mix, and […]

Student Loan Forgiveness: What We Know Now

As I am sure you have heard by now, last month President Biden released his sweeping plan for forgiving student loans, which may impact you.  As you can imagine, this is a very controversial topic!  Many of my clients have mixed feelings about this because it could offer relief, but many are concerned about the […]

Recession Planning Next Steps

If you were a fly on the wall in my office, you would know that over the past couple of months, there is one word that seems to be getting everyone’s attention…Recession. Let me take a minute to say–it must seem a bit unfair that as you are taming rising prices in your budget, now you […]

How to Prepare Your Finances for a Recession

You likely saw this in the news, but a couple of weeks ago, the Federal Reserve increased interest rates by 0.75 percentage point, the third hike this year and the largest since the 1990s. While a recession is not necessarily inevitable, let’s make sure you are prepared for one in case it becomes a reality. […]

How to Take Charge of Your Money with Inflation

How do you adjust to inflation

For the past couple of years, it seems like the cost of nearly everything has risen! Whether you are headed to the grocery store, the gas station or a car dealership, you will see that the costs have gone up. Since you are likely reading this because you want to learn how to manage your […]