👩🏾🎓4 Keys to Cutting College Costs: How to Avoid Overpaying
Learn how to cut college costs, avoid overpaying, and protect your retirement savings with these four keys to smarter college funding.
Inflation Isn’t One Number—Why the 2.8% COLA Might Mislead You
Why the 2.8% Social Security COLA isn’t enough for everyone – how tracking regional inflation components helps you adjust spending and protect your wealth.”
🌟 Go Big or Go Home: Why 2025 Is the Year to Supercharge Your Charitable Giving.
Explore why 2025 is the most tax-efficient year to make charitable gifts before the One Big Beautiful Bill Act (OBBBA) changes take effect. Learn how donor-advised funds (DAFs) help high-net-worth families amplify impact, teach the next generation, and lock in today’s tax benefits.
Navigating Medicare Enrollment and Coverage Strategies
When you’re approaching 65, conversations about Medicare start to pop up everywhere—mailers, emails, HR updates, and well-meaning advice from colleagues, friends and family.
But here’s the thing: Medicare is not a one-size-fits-all system. The choices you make—when to enroll, which plan to pick, how to cover prescriptions—can impact your healthcare costs for decades.
What do I need to know about the “One Big Beautiful Bill Act” Changes and How it Impacts Me
Signed into law in July 2025, the One Big Beautiful Bill Act (OBBBA) is one of the most sweeping tax updates in years. While it touches many areas of the tax code — from mortgage deductions to philanthropy to estate planning.
Here’s the plain-English breakdown of what’s new, what it means, and the strategies that can help you keep your tax benefits while supporting the causes you care about.
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations. In this environment:
· The importance of diversifying across asset classes and geographic regions cannot be emphasized enough
· Integrating investments that may enhance portfolio stability and have low correlation to traditional markets, like alternatives, is favored
· Periods of volatility should be viewed as opportunities to selectively increase equity exposure at more attractive levels.
🏙️ Rental Property Insurance: What Most Landlords Miss (And Why It Could Cost You Big)
Don’t let a lack of insurance ruin your rental property investment. Learn what coverage you need and what most landlords get wrong.
How I Help Breadwinner Women Master Money & Build a Life They Love ❤️
Empowering high-earning women to build wealth, reduce stress, and design a confident financial future—with custom planning and real-life strategies.
Tax Planning for High-Income Women
Tax planning tips for high-income women: reduce taxes, grow wealth, and align your money moves with your goals. Strategic advice from Green Bee Advisory.
🌈 Financial Planning for High-Net-Worth LGBTQ+ Families: 5 Planning tips to Build, Protect & Give your Hard-Earned Wealth
Celebrate Pride by taking control of your financial future. Explore 5 essential financial planning tips tailored for high-net-worth LGBTQ+ families—from tax strategy and charitable giving to inclusive estate planning and long-term care. Build your legacy with purpose and pride.
What the 2024 Tax Season Revealed About Wealth Strategy for High-Net-Worth Individuals
Are you unknowingly overpaying in taxes? As an Enrolled Agent and financial planner, I’m breaking down what this tax season taught me about preserving wealth, optimizing giving, and protecting your legacy — insights every high-net-worth household should know.
Mastering Equity Compensation: A Wealth Guide for High-Achieving Women in STEM 👩🏽🔬👩🏻💻🧬
This blog will explore the fundamentals of equity compensation, the unique challenges women in STEM face, and the opportunities available to them in managing their financial futures with confidence.
Top Financial Independence Tips for Women in Honor of International Woman’s Day
1. So what IS International Women’s Day?
2. I’m a woman seeking financial independence, what are the top tips I should know?
3. How do I support other women?
Update on Tariffs and Market Update - What you Need to Know
This past weekend, we saw a pause in new tariffs that were initially set to target imports from Mexico, Canada, and China. While these changes may bring a temporary sense of relief, it’s important to understand the broader context and how this could still affect the market and your investments.
Top 5 Financial Planning And Tax-Saving Strategies For High-Net-Worth Investors In 2025
As we move into 2025, it’s a great time to reassess your financial planning strategy to ensure you’re maximizing your retirement savings, aligning your investments with your goals, and taking full advantage of new opportunities.
👏Top 5 Financial Planning and Tax-Saving Strategies for High-Net-Worth Investors in 2025
Wrapping Up 2024: Reflecting and Announcing Exciting News for 2025!
As 2024 comes to a close, it’s the perfect time to reflect on milestones, celebrate achievements, and set intentions for the year ahead. I want to take a moment to share some exciting updates, celebrate the work we’ve done together, and highlight what’s in store for 2025.
Long-term Care: What is it? Do I need it? How do I plan and pay for it?
What is long-term care?
Do I need it?
How do I plan for and pay for it?
Top 5 Reasons to use a Donor Advised Fund, in honor of Donor Advised Fund Day
Charitable gift bunching, to take advantage of tax deductions.
Is it possible to create a Tax-Free Retirement? 🙏🏼
Creating a tax-free, or a tax-reduced, retirement is a goal many aspire to achieve, and with careful long-term planning and strategic financial decisions, it can become a reality. Here’s a comprehensive guide to help you navigate the path to a tax-free retirement.
Do YOU have an Umbrella Liability Policy?
Do YOU have an umbrella liability policy? Do you know what it is? Read on to learn about important insurance coverages you should have, and the questions to ask.