What’s your “One Thing” for 2026?

What’s your “One Thing” for 2026?

At a Glance: Reflect, Reset, and Design Your Life Intentionally – Closing out 2025 with honest self-reflection helps you recognize wins, identify gaps, and assess progress across health, relationships, income, and net worth. Moving into 2026 with a clearly...
End of Year Tax Moves & Breaks

End of Year Tax Moves & Breaks

At a Glance: Last Chance for Key Year-End Tax Moves – With less than a month left in the year, now is the time to act on important tax strategies. These include using high-depreciation investments to offset passive income, tax-loss harvesting, charitable giving...
What Scares Me Right Now (Financially)

What Scares Me Right Now (Financially)

At a Glance: There are legit reasons to fear financial risks like asset bubbles, inflation, and geopolitical crises right now I continue investing every month – while exploring contingencies The day before Halloween, I find myself asking “What scares me right now?”...

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