New Year, New Financial You
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 […]
Learning On the Go
Where do you go for information? Social media might be a tool (already in hand) used for learning on the go. On our recent family vacation, in a moment of reprieve with our two small children down for the night, my husband scrolled through reels or short videos on his social media. He skipped past […]
Thanksgiving Reflections
As Thanksgiving Day approaches, it’s a time to pause and reflect on the many blessings in our lives. Yet, amid political strife, ongoing wars, and a world marked by division and unrest, perhaps I’m not alone in finding it easy to overlook the many ways we are blessed. Consider this: we live in a time […]
Breaking the Sandwich Generation Cycle
If you find yourself raising school-aged children or financially supporting grown children while also caring for aging parents, you are part of the sandwich generation. It is natural to feel pressure to care for aging parents, and as a parent, to feel the obligation to tend to your own family. Understandably, the sandwich generation experiences extreme […]
Financial Priorities: The Basics
Fall is officially under way. With each changing season, it has always felt to me like an opportunity to start fresh or revamp areas of my life. Recently a colleague and I visited our alma mater, Texas A&M University (whoop!) to share our experiences with a group of first-generation college students who were also starting […]
Bottles to Budgets – Preparing for a Secure Financial Future
My husband and I are expecting our first baby this fall, a little girl! Although our sweet bundle of joy has yet to arrive, we have already encountered a whirlwind of decisions to be made. From picking out the perfect name, to deciding on a complementary shade of pink to paint the nursery walls, the […]
Business Owners Guide to Corporate Transparency Act
As a business owner, you are no stranger to juggling multiple responsibilities. From managing daily operations to navigating complex regulations and staying on top of finances, the list of tasks seems endless. Just when you think you have a handle on everything, a new hurdle appears on the horizon in the form of the Corporate […]
What Your Tax Return is Telling You
We are a little over a month removed from yet another tax filing season. Hopefully, you were able to get your respective return(s) filed timely or extended and without any hiccups or stressful encounters. Being a CPA, I often get questions from my friends back home after they have their returns filed such as, “What […]
Travel Tips for Your Wallet
As the winter season comes to a close, we anticipate the coming of spring and all its joy. Springtime brings with it wedding season and the planning of spring and summer break vacations. My husband and I are in the season of life where we ride the “wedding circuit” each spring and summer. The past […]
Cultivating Love through Finances
Love is a verb; it is an action requiring your involvement and active participation. Husbands and wives choose daily if and how to cultivate love in their marriage. One way to cultivate love is by making financial choices that intentionally honor your marriage. Whether you are married or considering marriage, here are some examples on […]