I’m a financial planner so saving is something I can get obsessed with. I love the end of the year because I do tax planning for myself to figure out what my taxes will look like and I play with different scenarios for how much to put in my solo 401k. I’m a geek...
Managing your finances is about mindset as much as it is about knowledge. It’s really important for all of us to figure out ways of keeping negative mindsets like self-doubt in check, but it’s especially important for entrepreneurs. Negative thoughts can...
Congratulations—you’ve conquered your longstanding financial and professional goals at last. Maybe it hasn’t always been so easy or straightforward trying to reach this point, but those challenges along the way have made your success that much more satisfying....
I think about diversity and inclusion a lot. I sit on a diversity advisory board for the XY Planning Network with our primary goal being to try to bring more women and people of color to the financial planning profession. I’m also really passionate about making...
Starting a business is a daunting prospect for anyone. In addition, the world of business has been dominated by men for decades, and women face an uphill battle to carve out their own place in the market. As a result, women entrepreneurs cannot afford to be...
As humans, we’re faced with an endless array of daily decisions. Everything from what we wear, to what we eat, how we spend our time and more require conscious discernment to ensure we’re maximizing our chances of success, while minimizing decision making stress. But...
