The decision to buy a home is one of the most significant financial commitments many people will make in their lifetime. My wife and I purchased our first home in March of 2022 and recently have been keeping our eyes open for prospective homes that may offer more of what we are looking for long-term. […]
The days grow longer and gardens blossom, as the season of spring brings a sense of rejuvenation, and for many, a time of generosity. Whether it is supporting a local non-profit that is dear to your heart or financially helping loved ones, spring is an excellent time to revisit tax planning strategies aimed at charitable […]
With tariff and trade talk at the front of the news, let’s take a minute to refamiliarize yourself with your high school economics coursework. This quick three-minute Trade 101 may help you avoid embarrassment at your next social gathering or small talk interaction. Best of luck! Trade: Swapping of goods or services. Global Trade: Swapping […]
Navigating financial interactions with proper etiquette demonstrates self-awareness, respect and consideration of others’ feelings. Whether you are splitting a bill with friends, accepting a small gesture, or discussing a large purchase, money can often lead to uncomfortable situations if not handled carefully. Money etiquette matters because when you get it wrong, you may unintentionally make […]
College acceptances and scholarship applications are behind you, but as a parent or student you may find yourself asking, “Now what?” It can be overwhelming to figure out the next steps in preparing to start college. Over the next few months, you may be navigating housing arrangements, meal plans, and tuition bills just to name […]
My younger sister recently received acceptance to Texas A&M’s College of Veterinary Medicine, and my younger brother will also be starting his undergraduate degree at Texas A&M in the fall! With this exciting news in our family, scholarships have been top of mind. There is no doubt about it – college is expensive. Although planning […]
“Just in case…” – A phrase I often use as I start to tell my husband some information of (usually financial) importance that I’ve filed away with our other important documents. I had a friend use this same phrase recently when updating me of changes to their estate planning situation. As a CERTIFIED FINANCIAL PLANNER® […]
Let me tell you about Sarah, a long-time kindergarten teacher. Sarah looked forward to a modest retirement supported by her Teacher Retirement System pension and her late husband’s social security benefits. She met with me before announcing her retirement to make sure that she was ready to retire. After reviewing her social security benefits, Sarah […]
The holidays have ended, and you have likely packed the decorations back into storage for another year. However, it is not too early to start thinking about tax season. A well-organized approach to tax preparation can save you time, money, and stress. Here are some key steps to take to help facilitate a smooth tax […]
Happy New Year to you and welcome to 2025. The new year often carries the opportunity of new beginnings and creating resolutions to better yourself. Many of my past New Year’s resolutions have been recycled over the years and consist of the typical subjects: hitting the gym, eating better, and finally completing that list of […]
Planning today will enable you to chart a course towards fulfilling your goals for tomorrow.
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