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 […]
Category: Budgeting
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. […]
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 […]
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 […]
Side Hustles to Amp Your Income
You’ve started your personal finance journey, you’re getting on a good monthly budget, and you’ve pared back your lifestyle to squeeze as […]
Falling Back Into Routine
As we look forward to the end of the year, it may be easy to shift back into the routine. Vacation time […]
Back to School & How to Avoid Busting Your Budget
As summer draws to a close, parents everywhere shift back into a school year mindset. With that shift comes the annual ritual […]