Stop Freaking Out About Taxes

I do not prepare tax returns, but as a financial planner, I understand taxes and can help my clients with their tax strategy. And it’s that time of year when many of you are about to freak out about your tax return. Now is when all of those TV ads pop up, warning you that…

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Time to expect more from your money

If you’ve been around these parts for any amount of time, I hope it’s clear by now that financial planning is not about products, or investments, or even about deprivation. It’s not about feeling that you need to “do” something about your money specifically; instead, it’s getting intentional about your results with money. I think…

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How to Communicate Money Mistakes

This week’s guest post is from Jenn Burton who is a Romantic Fairy Godmother at HaveHimYourWay.com I had a boyfriend once who was angry with me because he wasn’t the first man I had sexual relations with. And through the course of a 5-year on-and-off-again relationship, the topic came up several times. Each time felt…

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Money & Relationships Roundup!

Since February is the month of love and relationships, I am giving you the links to articles that can help you decide how to approach money in your relationship! I believe that money issues are a symptom of the health of a relationship – not the other way around. In other words, you “do” money…

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6 Relationship and Money Pitfalls

Vulnerability is difficult to sustain in an intimate relationship, even without bringing in money issues. No one WANTS to be vulnerable. It becomes a lot easier when you know your friend or loved one accepts you unconditionally. This is fine when you’re admitting to a less-than-ideal habit…but I have seen that when it comes to…

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Financial Clarity Reduces Stress

Let’s be honest – 2020 was a sh*t show. There was (still is??) financial uncertainty around healthcare, jobs, wages, tariffs, the stock market, and more. All this uncertainty can be unsettling and overwhelming. And overwhelm can cause people to panic or make poor choices.  We have a loop of worst-case scenarios playing on repeat in…

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What’s Your Money Trend?

In 2019-20, I made significant improvements to my health. I started working out regularly, lost weight, improved my eating…and yet. There was a little voice in my head, expressing concern that maybe I was being too strict with my eating habits.  When COVID hit, I was under stress (like a lot of people!) and turned…

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What Do I Owe My Partner?

Mindy,  My boyfriend and I have started living together! But we’re running into a bit of a sticky wicket. I own my home (with a mortgage) and he sold his home to move in with me. Right now, he gives me about $1,200 per month to cover costs. Because he doesn’t have his name on…

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