Teach Your Kids Money!
One of the most important jobs of being a parent is giving your children the tools they need to succeed in life. Building relationships, sharing, being polite, perseverance. Why don’t we throw money management into that...Read More
Honestly, Nevermind (Fed Edition)
Let’s face it. The fed is one of the most criticized entities on the planet. Hindsight is always 20-20, but it’s amusing to break down their every move before and after they make any decision (and I mean literally ANY...Read More
Everything Costs $20
An Investor's Worst Nightmare: Missing The Best Days
Better than Sliced Bread
You're Checkin' the List, You're Checkin' it Twice...
Friends. It’s almost the holiday season! There is no better time to #maxyourdash than during the holidays with all the most important people in your life. Remember, you’re maxing your dash whenever you feel pure joy and...Read More
Feeling behind on retirement? Read this.
Are you someone who feels like retirement is never going to be possible? Does it keep you up at night worrying that you are going to have to work forever? If this is you then please read the rest of this! In 2019, the average...Read More
A Lesson Learned From Mom!
If you’ve been following our newsletters, you know July was our “Nerd Wallet” month! Given my tenure as Dash Capital’s “Chief Coupon Officer” and “Credit Card Guru”, I figured it would be...Read More
The Big 3: Inflation, Taxes, and Purchasing Power
Inflation, taxes, inflation, taxes, inflation, inflation....and taxes. How many times have you heard these words the last year? Lately, you may be hearing about a proposed increase in taxes and you may be feeling the impacts of...Read More
Your Best Investment- The Monthly Finance Meeting
Have you ever found the one system or strategy that just works for you? Has a profound impact immediately? Something that just fits? In recent years, I’ve found that time-blocking has been my strategy that “just fits”...Read More
The Most Important Investment You Can Make Each Year
In the world of personal finance, we are always searching for the most advantageous place to invest our money. We typically make very intentional and calculated plans of what percentage we are going to contribute into our 401(k)s, Roth...Read More
Make It A Bill!
I’ve been a financial advisor for 12 years and have worked with hundreds of clients on all walks of life. As a result, I have encountered just about every financial situation you can possibly think of. With that being said,...Read More
If You're a Spender- This is for You!
If you're a spender, you know how difficult it is to actually follow a budget and save money. In fact, you might not even give a crap about trying anymore. Today’s world allows you to spend in a click of a button. Think about how...Read More
Newly Announced IRS Retirement Plan Limits for 2021
Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year.For...Read More
FAQs about 2020 stimulus checks
Are you eligible for a stimulus check from the Treasury Department?As of Friday, April 24, the Internal Revenue Service said it had issued 88 million payments to individuals across the country. It plans to send out more than 150...Read More
A stock market lesson to remember
Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the benchmark for the broad stock...Read More