Eleven years ago, I took a chance on my vision for a more personal, accessible approach to financial planning for professionals. That plan was the foundation for Your Richest Life, and the journey has taught me more than I ever could have imagined. As I’ve helped my clients navigate their finances, I’ve learned that it’s about so much more than money. Behind the numbers are very human goals, Continue Reading
Mid-Year Goals Reflection: Revisiting Your Money Goals for the Year
As the summer heats up, many of us start to cool on the goals we set for the year. By this point of the year, it’s common to start falling back on old habits instead of taking intentional action. But if you want to finish the year strong, you can still channel some of that New Year energy and work toward your top financial goals. Here is how to do a mid-year goals reflection to help you get Continue Reading
Managing Money Stress in Turbulent Times
When your financial future feels uncertain, it can cause significant money stress in your life. And right now, there is plenty of uncertainty. From shifting policies and trade tensions, to rising prices and inflation, many people are finding it difficult to manage their finances and plan for the future. However, there are steps you can take to feel more in control of your money, and more Continue Reading
2025 Housing Market: Challenges and What’s Next
The spring months bring peak housing market activity, and we are starting to see some shifts for buyers and sellers in the 2025 housing market. High home prices and mortgage rates are still slowing sales, while tariffs and economic uncertainty could drive prices up further in the coming months. That being said, we have started to see a small but noticeable decrease in the growth of home Continue Reading
Stock Market Volatility: What Should You Do Now?
If there’s one thing the stock market hates, it’s uncertainty. And uncertainty soared after President Trump implemented his tariff plan last week. The markets have been on a bit of a roller coaster ride recently, with the DOW falling more than 4,000 points after the tariffs were announced, only to rebound again after Trump announced a 90-day pause on most of the tariffs. As an investor, the Continue Reading
Roundup: Top Financial Planning Tips for Women
Feeling financially empowered is important for everyone, but women have some unique hurdles that can hamper their confidence with money. Here is a roundup of my top financial planning tips for women looking to improve their money situation and feel more in control of their financial destinies: Financial Planning Tips for Women: Start Money Conversations Early It’s often said that girls are Continue Reading
Filing Taxes in 2025: What You Should Know
The tax deadline is next month, and if you’re like most Americans, you are still preparing to file. But before you hand off your taxes to the IRS, there are some updates and changes that you should keep in mind: Filing Taxes in 2025: Tax Filing Date As usual, the deadline to file federal tax returns for most taxpayers is Monday, April 15, 2024. However, if you live in an area affected by a Continue Reading
2025 Q1 Update: Federal Reserve Rates, Inflation and Financial Markets
Even though 2025 has only just begun, there are already big changes unfolding that could impact your wallet. Here are some of the main financial headlines so far, and what they might mean for you: Federal Reserve Holds 2025 Rates Steady At the Fed’s end of January meeting, they opted to keep the federal rates where they are instead of implementing another cut. Currently, the federal funds rate Continue Reading
Active vs. Passive Investing: Which Strategy is Right for You?
Your investing strategy is a personal approach based on your goals, life stage and risk tolerance. What’s right for your friend, coworker or neighbor might not be the best strategy for you. There are so many different ways to invest, but two of the most common methods you’ll find are active and passive investing. There are upsides and drawbacks to both, so it’s important that you understand Continue Reading
2024 Recap: Markets, Economy and What’s Ahead
2025 is primed to be a year of big changes. Between a new presidential administration, interest rates in flux and record-breaking markets, there is a lot to keep an eye on throughout the year ahead. But before we consider what’s to come, let’s take a look back at how 2024 stacked up: 2024 Recap: A Year of Market Highs The U.S. stock market hit record highs this year, fueled mostly by Federal Continue Reading
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