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.
What should I do for year-end financial planning?
Did I schedule my year-end review with Catherine @Green Bee Advisory? Read on for tips and to dos for year-end financial planning.
❤️ Top Financial Moves to love yourself this Valentine’s Day
Top Financial Planning moves to honor YOU this Valentine’s Day. Top financial moves to love yourself this Valentine's Day. YOU are your number one asset. Establish a sufficient emergency fund. Review and update your insurance needs and legal planning. Work with me to create your Life by Design financial goal plan. Celebrate your accomplishments. Weekly date nights with partner. Schedule your review!
✅ Top 5 TO-DOs for 2023 planning 🗓
Top 5 Financial Planning TO-Dos for 2023