❤️ 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.
A New Year Reset: Personal Reflections and Smarter Wealth + Tax Moves for 2026
High-income investors face rising tax complexity in 2026. Learn tax-smart wealth strategies, retirement planning moves, Roth conversions, and key deadlines.
10 Year-End Tax Moves Every High Earner Should Make
Year-End Tax Planning Strategies for High Earners and High-Net-Worth Families. Key year-end financial and tax strategies high earners should consider before December 31, 2025 — including retirement contributions, Roth conversions, charitable giving, RMDs, tax-loss harvesting, and more.
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.
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.