Financial Blindspots
This time of year gets me thinking about something that just happened to us LAST year when our family experienced a healthcare crisis. That crisis revealed a blindspot in our finances that I didn’t realize we had. I’ve been thinking about this situation a lot lately and how it had the potential to ruin years […]
How to “Reset” Your Budget for a New Year
There is truly no better time to reset your budget than a New Year! The beginning of a year brings fresh new vibes and a renewed sense of hope for the future. Plenty of my successful clients got a nudge to change their finances over the holidays, and made a fresh start in the new […]
When Spending is More than Shopping
Have you ever reached into your fridge at night to get a sweet treat, and just as you are biting down you think– “I am not even hungry. Why am I eating this?” It is generally a quiet voice, but clear nonetheless. This voice can give us a bit of clarity in moments when we […]
🎟 Don’t Buy a Lottery Ticket. Do this Instead…
You have likely heard that 70% of all lottery winners go broke within just a few years of winning a huge payout! When there is a record-breaking jackpot, millions of people stand in line to buy a ticket for the chance to be a lucky winner. Surely every ticket holder imagines that their fate would […]
The solution was easier than they expected…
If we were having coffee, and you asked me what I had noticed as a pattern in my financial coaching clients, I could definitely share a few of the trends I have observed over the years. Since clients come to me at all salary ranges, you would think that there would be more differences than […]
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 […]
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 […]
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 […]