Blog

Managing Your Debt

There is no such thing as being truly debt-free, at least from the perspective I’m sharing with you.

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Specificity

So many times we talk about and plan around such broad concepts that it can be difficult to know if you're on the right path for where you want to go.

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Recent Client Projects

Every few months, I like to share a peek into some of the things I’m working on with my clients.

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Perspective

Whether you're 40 or 70, the way you personally see and interact with the world around you is influenced by your unique collection of experiences.

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How to Plan Ahead for a Big Expense

History shows us that if you have a figurative pile of cash, it’s best to invest it into a well diversified long-term portfolio all at once.

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The Dirty Dozen

Every year, the IRS posts their list of 12 tax and financial scams they want to remind and warn you about.

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How to Maximize Your Benefits Through Open Enrollment

After your initial enrollment in Medicare, it's important to revisit your options regularly.

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7 Ways Women Can Build a Confident and Secure Retirement Plan

Thinking about retirement should be exciting for women. But preparing for financial independence may feel intimidating and stressful—even scary—to some.

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Are You Making Room for Your Big Rocks?

You’re probably familiar with the “Big Rocks of Life” story. If not, keep reading.

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