❤️ Love, Taxes, and Long-Term Planning: A February Financial Checklist
Tax season is here. Learn key 2026 tax filing changes, IRS payment updates, retirement contribution limits, Roth strategies, and why February is the right time to protect your family and long-term wealth.
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.”
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.
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.