May, lovingly referred to as the unofficial second December or “Maycember”, is the blitz of the end of school year filled with parties, exams and final projects, sports tournaments, graduations, and all the things. Summer is around the corner, and with it comes sunshine, pool or beach days, BBQs, and the urge to hit pause […]
Suns Out, Funds Out! Tips to Stay Financially Cool in the Summer Heat Read More »
It’s been fun for many years to watch clients meet and exceed their dreams. Many wanted to retire and have very successfully done so. I know I could do that, but I don’t want to. I don’t want to because I’m having so much fun doing what I’m doing! Some of what I’m doing these
Retirement Isn’t the Goal – It’s Time to Dream Bigger Read More »
How do we take a boring topic and make it interesting? I can’t. I’m not that talented. But I do know how to save money on taxes. Does that help? It’s that time of year when the IRS reminds us that contribution limits have changed, and you may be able to take advantage of some
New Retirement Contribution Limits for 2025: Let’s Talk Money Read More »
I hope this finds you in a warm and peaceful place. Can you believe how quickly another year has passed? There’s something about chaos that seems to stretch time. Minutes feel like hours when sticky hands and muddy paws all clamor for attention at once, all while someone in the background is asking the same
2024: The Review You Waited For Read More »
As the holiday season swings into full gear, there’s a slight chill (Lord willing, for us Memphians) and a tinge of anticipation in the air. As we reflect on this year and look forward to the hope of the future, we find a wonderful opportunity to teach our kids valuable lessons about money. Between religious
Dollars and Sense: Holiday Money Lessons for Kids Read More »
If you read any articles, you’ve seen plenty about this subject. No, I’m not talking about football this time—Go Vols! I actually wanted to give you some big-picture questions to ask yourselves before you get too far down the road toward retirement. Don’t worry, I’ll keep it short. 1. Retirement versus financial independence: what’s your goal? This is a
The Playbook for Retirement: Goals for a Winning Exit from the Workforce Read More »
As the fall air settles in, most of us are thinking about cozy sweaters, warm apple cider, and pumpkin-spiced everything. My personal favorite fall event is taking the kids to a nearby pumpkin patch and a back yard bonfire. Mmhmm, I can almost taste the perfectly charred marshmallows! Festivals and holiday gatherings with family are
Fall Into Financial Success: 7 Year-End Tips You Don’t Want to Miss Read More »
For the past year, I have been living vicariously through my daughter as we have toured 11 college campuses. Big vs. Small. SEC vs. non-SEC (that’s how we categorize down here in the South). Private vs. Public. My eyes were as big as hers as we searched high and low for a great landing spot. Plenty of
College Bound: Must-Have Talks Before the Big Drop-Off Read More »
Returning to work after maternity leave is a milestone filled with emotional tension – excitement and anticipation mixed with grief and mild anxiety at leaving a new precious baby. As a mother of two young boys, I’m navigating the joys and challenges of expanding our family while keeping an eye on our financial health. Achieving
From Diapers to Dollars: Juggling Family, Work, and Finances Read More »
My family went to Disney World in 2022, which is also the year in which I learned that I’m not relaxed enough to enjoy things that lay at the intersection of logistics and “fun.” I have no chill, as they say. More recently, another Magic-Kingdom-Scorned mom and I were bonding over our magically induced shared
Election Year Enchantment: Navigating Markets in the Political Theme Park Read More »
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