How to Invest Simply

If you want to avoid the crazy-making style of investments, then focus on keeping things SIMPLE. There are two ways to look at simple. One way is to keep things simple so that you can do it all yourself. This is totally doable—and not at all scary—in our digital world, and I’ve made some suggestions…

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…

Financial planners

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…

Financial advisor

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…

Financial advisor

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…

Financial advisor

Strategies to Stay Solvent During a Crisis

This week’s post is written by guest blogger, Jessica Larson, SolopreneurJournal.com The coronavirus pandemic left many of us with a feeling of fear unlike any we’ve ever experienced. Faced with a new illness no one previously knew about — one which still poses plenty of uncertainty — we’ve been forced to change our lifestyles drastically…

Financial planners

Is The Stock Market Freaking You Out?

A little reminder that the stock market going down is normal. And if you’re working with a financial planner, YOU might be surprised, but I have been factoring this into clients’ plans for the past 18 months. Also…as I write this Monday morning, the market is down YTD almost 13%. BUT – This isn’t even…