With America facing a crisis of historic proportions amid the COVID-19 pandemic, the president recently signed the $2 trillion federal aid package to provide economic support to families, business owners, and even the self-employed. Here’s what’s in the CARES Act.
You’ve heard about this thing called a ‘backdoor Roth IRA,’ but what is it exactly, who uses it, and when is the right time to consider it? First, a little preamble. Roth IRAs are a wonderfully tax-advantaged retirement savings account that allow you to save and grow...
If you haven’t created your will and living trust yet, let’s get it done. Here are the ten reasons to get your will and other estate planning documents done today!
Buying versus leasing a new car… what is the better choice from a financial perspective? This is a question many car shoppers wonder as they try to reconcile the car they want to drive with what they can afford to pay. From renting designer clothes to rent-to-buy home...
Ok, so I abhor using financial jargon. My audience has no use for it… usually. The term fiduciary, however, is one term that I want all my listeners, readers, clients, family, and friends to know and understand fully. It’s THE word that carries more weight than titles...
Here are ten reasons you may not be achieving your financial goals and what you can do instead to overcome any pesky barriers.
Owning a business takes hard, often grueling, work. It’s worth it when you tap into the limitless financial potential. I coach women through the steps to entrepreneurial financial success in my $50K Wealth Multiplier Mastermind. Here’s how. If you are a business owner...
The 2018 tax season may officially be over, but don’t hang up your tax-planning hat just yet. Now is the perfect time to be proactive about your 2019 taxes, especially if you weren’t exactly thrilled with your 2018 tax return.
Debt. It isn’t something that discriminates based on income. Even if you have a high income, debt can still creep into your life and stay, unwanted, for a long time if you’re not careful. Even in my line of work, as a wealth manager for high income women and couples,...
On March 4, 2019, actor Luke Perry passed away at the age of 52-years-old from a massive stroke. Perry, as many of you remember, played the heartthrob Dylan on the 90’s television drama 90210. It would seem that death and disease know no age. So while we all operate...
