recent articles
Prenups Do More Than You Think
Marriage is, for many people, the foundation of a happy life. But modern living puts pressure on us in so many ways, and money is often at the core. Finding
Tax Planning – Do I need it?
I frequently get asked if I think someone could use tax planning. Everyone wants to hear that I hold secrets that will unlock boatloads of tax savings for them. Why
What to Make of the Current Market Volatility
The Federal Reserve intends to move more aggressively in fighting inflation. The Fed will likely do this via a series of 50 basis point rate hikes, beginning with the May
A Scoop of Vanilla Podcast Interview: Lindsey Talks Prenups with Kaylin Dillon
Check out my interview with Lindsey Swanson, CFP® on her podcast A Scoop of Vanilla. We talk prenups, relationship power dynamics, and when to start talking to your partner about
Talking Money With Your Partner
Being able to talk about money and work through uncomfortable conversations is the mark of a strong partnership. Many of us would agree with that but that doesn’t mean we’re
How To Retire Comfortably In 8 Simple Steps
I was recently interviewed for this article “How To Retire Comfortably In 8 Simple Steps” for the popular lifestyle site She’s A Full On Monet. Check out the article for my take