A Reference Guide for Homebuyers
Question of the Week A Reference Guide for Homebuyers The housing market has been super hot since we’ve been coming out of the pandemic. I have several clients starting or…
Category: Fundamentals
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How to Control Your Spending Without Tracking Every Penny
We all agree you shouldn’t spend more than you make. You may intuitively feel that you’re wasting a lot of money on inessentials. Yet the last thing you want to… -
A Guide to Your Mid-Year Personal Finance Review
Question of the Week A Guide to Your Mid-Year Personal Finance Review Happy Friday, all! Last week I gave you a guide to your mid-year business review, and this week… -
Systems and Self-Care
Question of the Week Systems and Self-Care This week on the podcast, I chatted with Emlen Miles-Mattingly, the founder and CEO of Gen Next Wealth, a financial planning firm focused… -
The Key to Closing the Racial Wealth Gap
Question of the Week The Key to Closing the Racial Wealth Gap Happy Friday, all! We had a historic week this week as Juneteenth became a federal holiday. Juneteenth (short… -
Making The Most Out Of Business Travel
Question of the Week Making The Most Out Of Business Travel With a first or second shot in our arms, many of us are starting to feel an unaccustomed optimism… -
Travel is Back!
Question of the Week Travel is Back! Happy Friday all! It my conversations with clients this week, it seems that a lot of you are feeling some hope around getting… -
Fighting Pandemic Fatigue
Question of the Week Fighting Pandemic Fatigue Happy Friday everyone! Recently, I’ve been talking with a lot of clients who have hit the pandemic wall. They’re irritable, frustrated, and exhausted… -
Happy Holidays!
Question of the Week Happy Holidays! Happy Friday all! Here we are! The last Five-Minute Friday of 2020. I’m practicing what I preach and taking off the last two weeks… -
Your Year-End Checklist
Question of the Week Your Year-End Checklist Happy Friday all! The end of 2020 is here. And for many of you, 2021 couldn’t come any sooner. Before we get to… -
How to Make the Most Out of Charitable Giving
Question of the Week How to Make the Most Out of Charitable Giving Happy Friday! During the holidays, we bring charitable giving to the forefront. In 2020 especially, the right… -
Happy Thanksgiving!
Question of the Week Happy Thanksgiving! Happy Friday all! And Happy Thanksgiving! A lot of us are experiencing a very different Thanksgiving this year. I still got to see my… -
What Is At Stake For Small Businesses In The 2020 Election
Question of the Week What Is At Stake For Small Businesses In The 2020 Election This week has brought us one of the most contentious elections of our lives. And…