Are You Getting a Tax Bill?
It is this time of year when small business owners across the country hear from their accountants whether they will receive a refund (YAY!) or a bill (BOO!). Actually, this is the *exact* time of year when I have started working with a number of my small business customers. Simply put–they did not like getting […]
The Biggest Money Multiplier?
When you are ready to make a change with your financial situation, there are two levers that will have an outsized impact on your financial health and peace. The first is to stabilize your money with budgeting and tracking. As Peter Drucker says, “What gets measured, gets managed,” and every client I have worked with […]
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
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 […]