Latest Blog & Podcast

Unlock the Power of The 529 Plan!

A 529 Plan is a tax-advantaged savings account designed to encourage saving for the rising costs of education. We'll be covering everything you need to know about 529 Plans, including their tax benefits, contribution limits, investment options, and more.

How To Conquer Financial Fear and Take Control Of Your Money

We look at why it is important to understand managing money is a skill that can be learned, and how reframing the way you think about money can help you become more comfortable with financial decisions.

The Entrepreneurs' GPS: How A Business Plan Guides Your Path To Success

This video discusses the five essential business plan components I established to grow a scrappy side hustle into a six figure business.

5 Steps To Making Your Homeownership Dream A Reality

In this week's podcast, our amazing guest contributor, Nia Adams reveals her incredible journey of taking control of her financial struggles and turning them into financial successes.

Home Buying Process: With Credit Challenges, Bankruptcy or Student Loans

Are you dreaming of buying a home, but you feel like it’s impossible because of your credit challenges?

The Intersection Between Money and Mental Health: Financial Therapy Explained

Financial therapy is a great way to gain insight into your financial struggles and learn strategies to handle them.

Your Kids, Their Money

Hey Parents! It is time to have the talk with your children around money. Even if you did not have this talk with your parents or you were raised to believe money is a taboo subject that we do not discuss.

The Great Escape: Making The Leap From Employee To Entrepreneur

In this week's podcast, my guest contributor Alexandra Davis, a fellow CPA, CFP® and I discuss our experiences as business owners; and the challenges we see other business owners face; and steps you can take to avoid common mistakes.

America's Obsession With Consumption: How To Break The Habit And Save More Money

What were you thinking about at that moment? Or perhaps you were not thinking and someone else was doing the thinking for you. Sounds a bit eerie?

Retirement Planning Without A Pension x 2

This is a continuation of last week's podcast on planning for retirement when you don't have a pension. If you are concerned about having adequate retirement savings, you are not alone, 76% of Americans do not have access to a pension.

Retirement Planning Without A Pension

The public sector (state and federal employers) is one of the few sectors that still provide their employees with a pension. The National Institute on Retirement states that less than 26% of American have access to a pension.

Step Out On Faith To Step Into Your Purpose

This week our guest contributor is Yarelys Tifa, a first generation professional who is passionate about teaching and impacting others on their financial journeys.

What Generation X Can Learn From The FIRE Movement

The FIRE Movement is a lifestyle that revolves around understanding what is really important to you about money. FIRE stands for financial independence retire early.

Planning For Uncertainty

Now is a time to get back to the basic money management. Here are some tips to manage your money during these uncertain times

Making College Affordable

The cost of college has been increasing at a rate greater than inflation for years, creating a financial challenge for college students and their families.

Life Insurance Explained

Today's podcast our guest contributor will discuss life insurance, who needs it, why and factors that should go into determining how much is needed.

Redefining The American Dream To Live Financially Free

How does the idea of doing what you want to do, when you want to do it with whomever you want to do it with sound to you?

Why Everyone Needs Estate Planning

This week's guest contributor is Donna Hartl an attorney and Certified Public Accountant.

The Secret To Financial Success? It's Not About Money

This week’s episode focuses on the emotional and holistic side of money...the stories we tell ourselves about money.

Health Insurance 101: Understanding The Basics

Health insurance is confusing and complicated with a language of its own...premiums, deductibles, co-pays, co-insurance, etc. If you are in the market for a policy, I suggest taking The Insurance People on that journey with you.

The Student Loan Crisis: Qualifying For Forgiveness

In this week's podcast we are having a conversation about the $1.7 trillion gorilla in the room….called student loans. America is in a student loan crisis whether it is willing to admit it or not.

Protecting The Place You Call Home

Our homes are one of the largest wealth building assets the majority of us own. So, it makes sense that we would do all we could to protect it. But…sometimes, we don’t know what we don’t know.

40+ and No Retirement Savings

Our beliefs around money can impact our ability to save and invest. Many of us have tethered ourselves to beliefs that sabotage our ability to manage money effectively.

529 Plans Demystified

There's been some debate questioning the cost benefit of a four year degree because of the skyrocketing cost of college and the loan burden that this place on students and their families, it's becoming a generational anxiety.

Retirement Plan Basics for Small Business Owners

Today’s episode is focused on the basics of retirement planning for small business owners. Owners are busy wearing multiple hats on any given day.

Saving For Your Retirement Versus Saving For Your Child's College

This episode discusses the question many parents will be faced with at some point. Should they save for their children's college education or for their own retirement.

When Is Enough is Enough

This podcast was inspired by a conversation I had with a young woman who asked me, how could she save money while maintaining her quality of life?

Winning On The Field and Off The Field

This was the first podcast I recorded in 2019. It took two years long for me to finally push the button. If you are a business owner or someone with a dream deferred, I encourage you to step out of your comfort zone and JUST 👏 GET 👏 STARTED.

As a Corporation You Need to Follow the Rules

When you started your business, you may have formed a corporation to protect your personal assets from lawsuits against your company.

Budgets Can Make You Rich!

This financial roadmap can successfully guide you to financial goals. You want to retire at a specific age, you need a path to get there. You want to be rich, what’s the plan to make it happen? A budget can answer these questions.

Tax Strategies For Real Estate Professionals

Most individual taxpayers who own rental real estate cannot deduct losses from their properties or their losses are limited.

Maximizing Cash Flows

Slow paying customers, seasonal revenue variations, an unexpected downturn in sales, higher expenses -- any number of business conditions can contribute to a cash flow crunch. If you own a small business, you may find the suggestions that follow helpful in minimizing cash flow problems.

Maximizing Home Office Deduction

The benefits of a home office include taking a tax deduction and converting non-deductible commuting expenses to deductible business mileage from home to your office outside of your home.

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