The Recovery Rebate Credit
(What I Learned After 90 Minutes on the Phone with the IRS) Yesterday, I was on the phone with the IRS for […]
Annual Enrollment and Insurance Options
What is Annual (Open) Enrollment? The month of November represents the time of year for most Americans when they can add or […]
Talking Financial Coaching with Matt Hornaday!
I just finished my first guest spot on my friend and referral partner Matt Hornaday’s series “Boca, Bourbon and Real Estate” on […]
Financial Success = Drinking More Water?!?
I had a coaching session last night with a client. Strangely enough, one of our topics of conversation was drinking more water. […]
Financial Coach Enrichment 2020 – My Takeaways
I got back a few days ago from Enrichment 2020, the annual Ramsey financial coaching conference. I went in 2019, and every […]
Covid-19 and Financial Uncertainty
To say that the past few weeks have been surreal would be an understatement at best. For myself personally, I went from […]
It’s Tax Return Season, Folks!
For Americans, now is the season when you have to deal with an unavoidable unpleasantry…filing your annual income tax return(s). Federal individual […]
Peace in a Time of Tragedy
The tragedy of the loss of a longtime member rocked my Crossfit community last week. In an instant, a husband, father, and […]
The Giving Paradox
This time of year, giving often comes to the forefront for several reasons. Holiday charity drives, Giving Tuesday, even maximizing your charitable […]
Holiday Planning: Finishing the Year Off Strong!
We have less than six weeks to go before we close out 2019 and enter into a new decade! It’s the time […]