by elizabeth | Feb 27, 2024 | Retirement
Getting clear on cash flow is key to feeling confident about money, which is why over 74% of Americans have a monthly budget. Over your career, you’ve probably gotten comfortable setting a sensible budget that keeps you on track. But budgeting in retirement can throw...
by elizabeth | Jan 26, 2024 | Taxes
Does winter have you stuck inside, mainlining Sleepytime tea? Consider getting a head start on your tax planning. It’s a great time to plan ahead. Right now, many of my clients are asking about the best ways to reduce taxes for high-income earners. You still have...
by elizabeth | Jan 4, 2024 | Women & Money
Planning for retirement can be daunting, especially when you’re faced with common misconceptions that might hold you back. Let’s debunk these myths and pave a more path toward securing your financial future. Myth 1: “My Money Doesn’t Feel Real”...
by elizabeth | Nov 30, 2023 | Uncategorized
Have you noticed that “ick” feeling when a relationship has completed its purpose but lingers on past its welcome? Sometimes that happens with a financial advisor. People can be unaware of it because we have a whole relationship to money thing that is unaddress and...
by elizabeth | Aug 23, 2023 | Uncategorized
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