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11 Tax Changes You Need to Know in House Democrats’ Plan

What you need to know about the recent tax proposal and potential planning opportunities

22 September 2021

11 Tax Changes You Need to Know in House Democrats’ Plan

In the past week, you may have seen that the House Ways and Means Committee released a draft of significant tax legislation.  While the bill will not be debated in Congress and finalized in the weeks to come, I want to summarize eleven key proposed changes so that you can start taking action before the legislation is signed and specific planning windows are closed. 

Securing a Financial Future for Your Second Marriage

A Checklist to Help You Start This New Chapter on Firm Financial Footing

21 July 2021

Securing a Financial Future for Your Second Marriage

Who doesn't love second chances? Second marriages often bring with them a renewed optimism for the future. After all, you're getting a second chance at “happily ever after.” The best part is that now you have the benefit of more life experience and wisdom.

On the other hand, you're likely to have a significantly more complex financial life than you did going into your first marriage. This means you and your partner must be thoughtful and savvy about how you will manage your finances.

The following seven steps can help you cover your bases and ensure you remain on firm financial footing as you enter this new phase of life together.

Five Steps Single Parents Should Take to Safeguard Their Family’s Financial Future

Build a Strong Financial Foundation Following these Savvy Strategies

21 July 2021

Five Steps Single Parents Should Take to Safeguard Their Family’s Financial Future

In a two-parent household, raising children can be quite the task. Raising children as a single parent brings additional challenges, stressors, and responsibilities – many of which are financial.

Though financially stressful, it’s important to remember that it’s possible to raise a child on your own and have a stable financial life. It merely requires discipline and planning. So, if you’re a single parent and feeling a bit overwhelmed, use these steps as a guide to help you achieve financial security.

8 Tips for Teaching Teens Money Management

Empower Your Kids with the Tools They Need to Achieve Future Success

21 July 2021

8 Tips for Teaching Teens Money Management

It seems like yesterday that my daughter, Nina, turned one year old and was an adorable, chubby little girl. Now, she’s a beautiful 15-year-old teen who loves reading, skiing, tennis, travel, choir, and piano. As a parent, I feel the urgency to teach her essential life skills before she goes off to college, especially around financial literacy and money management, which are critical for her success and happiness.

So, this blog post is written for her and the teens in your life. Be sure to share it with them.

The Why, What, and How of a Financially Fruitful Career Pivot

Pulling off a Successful Career Change Requires Intentional Planning

21 July 2021

The Why, What, and How of a Financially Fruitful Career Pivot

2020 was a year of pivoting - business owners pivoting to adapt to the changing market environment, and others having career changes “forced” upon them. As humans, we prefer the familiar, the predictable, the strategy that gives us the long view. But when it’s not forced upon you, change can be incredible, especially as you begin to feel the urge to make a career change. Many people ignore the nagging feeling because it’s easier to maintain the status quo than embark on a transition that may be overwhelming or stressful. There can be fantastic opportunities and fulfillment waiting on the other side for those who boldly choose a career pivot.

If you’re considering a career change, I advise you to determine your Why, What, and How. Let’s dig in.

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