(What I Learned After 90 Minutes on the Phone with the IRS) Yesterday, I was on the phone with the IRS for an hour and a half. Yes, 90 minutes. Not all of it was talk time, of course – it took 30+ minutes just to connect with a live person. But in resolving a […]
What is Annual (Open) Enrollment? The month of November represents the time of year for most Americans when they can add or make changes to their insurance enrollment, usually through their employer. The Medicare open enrollment period is also happening now, and runs from October 15th through December 7th. Annual enrollment is the one time […]
I just finished my first guest spot on my friend and referral partner Matt Hornaday’s series “Boca, Bourbon and Real Estate” on Instagram Live last Wednesday night. Our discussion was a blast! Matt is an incredible Realtor here in South Florida. I have referred several of my clients over to him and am confident in […]
I had a coaching session last night with a client. Strangely enough, one of our topics of conversation was drinking more water. If you’re wondering how it ties back into personal finance and financial success…hear me out. Drinking More Water = Financial Success? You might be similar to this client: working from home, within reach […]
I got back a few days ago from Enrichment 2020, the annual Ramsey financial coaching conference. I went in 2019, and every year I come back re-energized and on fire to serve my clients even better. For two days, I get to network with other financial coaches from around North America, sit under amazing speakers, […]
To say that the past few weeks have been surreal would be an understatement at best. For myself personally, I went from looking forward to an overseas trip I had been planning for this very week, to that trip being cancelled about a week and a half ago, to gyms and restaurants closing and all […]
For Americans, now is the season when you have to deal with an unavoidable unpleasantry…filing your annual income tax return(s). Federal individual tax returns are due in less than a month, with state and city returns usually not far behind. During the 2019 calendar year, almost 156 million individual tax returns were filed, one-third of […]
The tragedy of the loss of a longtime member rocked my Crossfit community last week. In an instant, a husband, father, and friend in the prime of his life was gone. He left a wife and two small boys behind. He would’ve turned 39 in February. A Grieving Community Our community is grieving. If you […]
This time of year, giving often comes to the forefront for several reasons. Holiday charity drives, Giving Tuesday, even maximizing your charitable contributions for tax purposes. But if you’re struggling to make progress on your finances, the last thing on your mind might be giving. How can you give if you can’t cover your own […]
We have less than six weeks to go before we close out 2019 and enter into a new decade! It’s the time of year when the schedule gets hectic with parties, dinners, shopping, and other fun but stressful events. Holiday planning can be extra difficult when you’re operating from a scarcity position. Gifts and other holiday […]