Buying versus leasing a new car… what is the better choice from a financial perspective? This is a question many car shoppers wonder as they try to reconcile the car they want to drive with what they can afford to pay. From renting designer clothes to rent-to-buy home...
Articles
What is a Fiduciary? More importantly, why should you care?
Ok, so I abhor using financial jargon. My audience has no use for it… usually. The term fiduciary, however, is one term that I want all my listeners, readers, clients, family, and friends to know and understand fully. It’s THE word that carries more weight than titles...
The 10 Reasons People Fail Financially
Here are ten reasons you may not be achieving your financial goals and what you can do instead to overcome any pesky barriers.
4 Ways Entrepreneurs Generate Massive Incomes
Owning a business takes hard, often grueling, work. It’s worth it when you tap into the limitless financial potential. I coach women through the steps to entrepreneurial financial success in my $50K Wealth Multiplier Mastermind. Here’s how. If you are a business owner...
How to Plan for Your 2019 Taxes NOW
The 2018 tax season may officially be over, but don’t hang up your tax-planning hat just yet. Now is the perfect time to be proactive about your 2019 taxes, especially if you weren’t exactly thrilled with your 2018 tax return.
How to Overcome 6-Figures of Debt
Debt. It isn’t something that discriminates based on income. Even if you have a high income, debt can still creep into your life and stay, unwanted, for a long time if you’re not careful. Even in my line of work, as a wealth manager for high income women and couples,...
What Luke Perry Teaches Us About Estate Planning
On March 4, 2019, actor Luke Perry passed away at the age of 52-years-old from a massive stroke. Perry, as many of you remember, played the heartthrob Dylan on the 90’s television drama 90210. It would seem that death and disease know no age. So while we all operate...
How to Lower Your 2018 Tax Bill
Many Americans find themselves in a lower tax bracket, while others are faced with a higher than expected tax bill. Here’s how you can lower your 2018 taxes.
Are You Getting The Highest Value from Your Financial Advisor? 3 Questions to Ask
I think you know by now that my ultimate goal is to provide you with as many resources to help you thrive financially and reach your money goals. I believe in a world where everyone has more than enough, and in the case of my Profit Boss® family, I want you to be able...
How Fear Can Impact Your Long-Term Financial Success
In times of market volatility, investors can get gripped by fear and uncertainty. In recent weeks, the markets have been doling out a rocky ride, stoking investor fears that can lead to some pretty terrible financial decisions. Listening to financial media pundits and...