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 […]
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 […]
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 […]
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 much extra money as you can…but it still doesn’t seem to be getting the job done. You’re either still in the hole every month, or you’re not making progress on your debt payoff […]
As we look forward to the end of the year, it may be easy to shift back into the routine. Vacation time is over, the kids are back in school, and soon the holiday frenzy will be upon us! This time of year can impact your finances on many levels, so now is the time […]
As summer draws to a close, parents everywhere shift back into a school year mindset. With that shift comes the annual ritual of shopping for back-to-school supplies and clothing, which can often reach into the hundreds of dollars per child. If you’re trying to stay on budget and not let this derail your savings or […]