Budgeting

Annual Enrollment and Insurance Options

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health insurance financial coach

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 […]

Budgeting

Financial Success = Drinking More Water?!?

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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 […]

Budgeting

Covid-19 and Financial Uncertainty

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Financial uncertainty during Covid-19

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 […]

Budgeting

It’s Tax Return Season, Folks!

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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 […]

Uncategorized

Peace in a Time of Tragedy

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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 […]

Budgeting

The Giving Paradox

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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 […]

Life

Gratitude and Contentment

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It’s normal, even routine, to focus on being grateful for the things you have in your life this time of year. As Americans, we devote an entire day to celebrate being thankful (even if it does feel eclipsed by Black Friday deals!), and many choose to incorporate some sort of gratitude practice into their daily […]