☀️Is your family “Counting Down”?
If you have school-age children, then you likely have already started hearing about the “Countdown to Summer!” In our house, the excitement for summer truly gets to a fever pitch around this time of year! While I do love summer, it does bring up some logistical and budgeting challenges. For working families, there is typically […]
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 […]