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In the midst of a major life transition? Don’t fret your extra spending.
I received a recent call from my son who was quite down about his plunging bank account balance. He had moved to Atlanta for a new job and decided to spend about a month prior to his start date...
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Here are Some Tips for Women to Take Control of Their Finances and Prepare...
When it comes to driving retirement decisions, women often take a back seat. Why is this? It appears that women lack confidence regarding their financial knowledge. They often delay important...
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Trump Took Full Advantage of the Tax Code-Here’s How You Can Too
The recent release of Donald Trump’s 1996 tax return was greeted with a yawn by most finance experts. Declaring losses against income is commonplace and an integral part of the tax code. The...
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How to Navigate Open Enrollment and Max Your Benefits
We are now entering open enrollment season for many companies across the country. Most people don’t pay much attention to the process, but this is an excellent time to do a quick assessment of your...
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Financial Survival Tips for the Holidays
Have you ever spent more on the holiday season than you wanted to or could afford? The average consumer spends between $800 and $900 during the holiday season. Here are some tips to help your budget...
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Ascend Financial Planning Wins Award
I was honored to be included in the top 50 financial planning blogs by Feedspot. Here is the full list.
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