Should You Buy the Dip? What This Strategy Really Costs You
Thinking about buying the dip in the stock market? Learn what this popular strategy actually costs you and why dollar cost averaging is usually the smarter move.
Why the "Hard-Stop" Retirement is Losing Its Appeal (And How to Design Your Flex Retirement)
The flex retirement isn't a fallback plan. For the right person, it's a genuinely better way to exit a career, one that preserves financial flexibility, maintains a sense of purpose, and allows for a much more gradual adjustment to a new chapter.
The Money Date – A Simple Checklist for Couples Who Want to Get on the Same Page Financially
Managing money as a couple is one of the most important things you can do for your relationship and your financial future. Yet most couples rarely sit down together to actually talk about it in a structured way. That's where the money date comes in.
The Most Costly Bookkeeping Mistakes Small Business Owners Make (And How to Fix Them)
Poor bookkeeping is one of the most common ways small business owners sabotage their own success.
UGMA and UTMA Accounts: What Parents Need to Know Before Opening One
If you're looking for ways to save and invest money for your child's future, you've probably come across UGMA and UTMA accounts. These custodial accounts have been around for decades and remain popular options for parents who want to build wealth for their kids. But popularity doesn't always equal the best choice for your situation.
SIPC Insurance: What It Is and How It Protects Your Brokerage Account
If you keep money in a bank, you're probably familiar with FDIC insurance. It's that guarantee that keeps your deposits safe up to $250,000 even if your bank fails. But what about the money and investments in your brokerage account? That's where SIPC insurance comes in.
Why Filing Your Business Entity Report Matters (And What Happens If You Don't)
Don't let your business fall out of good standing over a simple administrative filing. The consequences are too significant and the prevention is too easy.
How Taxes Work in a Brokerage Account (and How to Manage Them)
If you’ve ever wondered how brokerage accounts are taxed, you’re not alone. It can be confusing, but understanding it can save you money and stress.
My Three Words for 2026 – Setting Intentions for the New Year
I love this exercise because it avoids the head trash that can result from the pass/fail nature of goal-setting. Don’t get me wrong, there is a time and place for setting goals. But for me, setting three words is much more effective when defining a theme for an entire year.