Impact of OBBBA to Taxpayers
Since the passing of the Tax Cuts and Jobs Act of 2017 (TCJA), the clock has been ticking on what tax circumstances would look like for 2026. The long awaited One Big Beautiful Bill Act (or OBBBA) passed into law on July 4th. While the bill received extensive media attention, most taxpayers won’t see large […]
Proper Money Etiquette
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 […]
Preparing for Life’s Certain Uncertainty
“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® […]
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 […]