Budgeting is a fundamental skill that empowers individuals to take control of their finances, achieve their financial goals, and live a more secure and fulfilling life. While the idea of
The AI boom presents a vast array of investment prospects, but it also comes with its own set of challenges. I will explore how you can navigate the AI landscape
While most individuals associate tax planning with the end of the year, it is equally crucial to implement mid-year tax planning strategies. Mid-year tax planning allows individuals to proactively
Cash Isn’t Trash Anymore For several decades cash has been perceived as trash. The stock market soared in that period while cash stayed in the gutter. The financial landscape has
Spring Financial Cleaning Spring is the perfect time to clean up and declutter your finances, just like you do with your home. With tax season over, you have the documents
It’s that time of year again, taxes :(. As Tax Day approaches, many of us are looking for ways to minimize our tax bill. Fortunately, there are still some last-minute
The unemployment rate is often the most important factor when considering if the economy will go into a recession. It has a perfect forecasting record going back to 1948 and
Just before Christmas Congress passed new legislation called SECURE 2.0. It makes significant changes to the ways Americans can save and invest. The original SECURE Act was passed in 2019
The start of tax time is on the horizon and it’s time to prepare your end-of-year money moves. No one wants to think about their personal finances around the holidays
See A Sample Financial Plan I’ve found things go better when you have a plan. Your finances are no different. Therefore, I thought I’d share a sample financial plan and
