I help clients enjoy life today while planning for tomorrow and retirement. Let's create your financial plan – contact me! That's where I come in!
Many people want to save money and prepare for their financial future but often feel overwhelmed and don't know where to start. I love helping clients balance enjoying life today while planning for tomorrow and their retirement. Let's work together to create a financial plan that suits your unique needs and goals – contact me today to get started on your journey to a secure and enjoyable future! A
09/04/2026
Learn more about whether you need to pay estimated taxes.
You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When was the last time you actually looked at your 401(k)?
Not just the balance.
Do you know what your company matches? And are you contributing enough to get the full match?
It’s one of those things that’s easy to set up…and then never think about again.
Might be worth five minutes to check.
09/02/2026
If you thought that payouts from life insurance are tax-free in all cases, think again.
When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.
08/31/2026
Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
08/28/2026
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
What Do Your Taxes Pay For? Here's a breakdown of how the federal government spends your tax money.
08/26/2026
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
Understanding Marginal Income Tax Brackets An inside look at how marginal income tax brackets work.
08/24/2026
Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance.
08/21/2026
Some diets lighten nothing but your wallet. Here’s a few to avoid.
Money Draining Food Myths These food myths will really put a drain on your wallet.
08/19/2026
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
The Three Keys to a Great Password Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
08/17/2026
Three tips for giving smart from the heart.
Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?