
What I Learned in 2022 (Annual Edition)
What I learned in 2022 - lessons from a financial planner about finances and life!

I Took Advantage of The Incredible Sales Recently, Did You?
I Took Advantage of The Incredible Sales Recently, Did You? And I'm not talking about Black Friday and Cyber Monday...

Top 10 Blogs of 2022
Here's our Top 10 Blogs of 2022 - let us know which one is your favorite!

2023 Key Financial Numbers
2023 Key Financial Numbers - Now is the time to plan ahead for your financial planning in 2023.

Wealth, Health & Happiness: Toxic Relationships with Shannon Petrovich
In this episode of Wealth, Health and Happiness we interview Shannon Petrovich and discuss how to heal from toxic relationships....

End of Year Financial Planning Tips (My Sweet 16)
End of Year Financial Planning Tips - use these tips to wrap up the end of this year and plan...

Social Security Updates, Oh My!
There are Social Security Updates on the horizon, including COLA (cost of living) updates.

Markets & Midterms
Midterms & Markets: How do politics impact the stock market? Does the president influence the stock market? Find out in...

It’s A… Live! (Student Debt Relief, That Is)
Student debt relief is live! Are you eligible? When will it take effect? Learn more in our latest blog.

This Financial Planner’s Playbook
Take a peek into this financial planner's playbook - it's the advice I use for myself and for my clients....
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