5 Steps to Help Protect Your Credit as a Widow
There were 1,387,615 identity theft cases in 2020. There were 2.18 million reports of fraud. It’s very important to protect your credit as a widow. Identity theft is not an easy road to recover from. At a time when bills need to be paid, funeral arrangements need to be organized, and it’s tough to feel […]
10 Questions to Ask a Financial Advisor
What do you ask a financial advisor before hiring them? Coming up with questions to ask a financial advisor is not a simple process. Money is a taboo topic, and this is the person to whom you’ll open your financial life. You may share your income, net worth, tax returns, estate plan, insurance coverages, and […]
5 Strategies to Create a Successful New Year’s Resolution
I love and hate New Year’s resolutions. What about you? I love them because it feels like a natural time to make a change. People are often reflecting on the last year and trying to figure out how to make the next year more ideal for themselves. What’s not to love? I hate them because […]
Common Estate Plan Mistakes – The 7 Step Guide to Reviewing Your Estate Plan
An estate plan is one of the most important pieces of your financial life. Are you sure yours is how it should be? Does it have the right people in the right roles? Are your assets properly titled? Does it have common estate plan mistakes? Do you even know what it says? Despite it being one […]
How to Simplify Your Finances and Why It Can Be Life Changing for Loved Ones
We all eventually die. Sometimes, you know when it is coming. Other times, it is a surprise. The grief and transition is never easy. Emotions come in waves. Nobody told you the endless paperwork you would have to do. Just when you think it’s done, something else pops up. We plan for many things in […]
The Ultimate Guide of What to Say to a Widow – 15 Phrases You Can Learn
What do you say to a widow? Have you ever had the awkward interaction of saying “I’m sorry” in response to learning that a widow just lost their spouse? How do they usually respond? Usually, it’s a “thank you”, “me too”, or something else short and sweet to wrap up the conversation. “I’m sorry” is […]
2021 Year-End Tax Planning Checklist – 7 Important Steps to Follow
It’s hard to believe 2021 is coming to a close. With the end of year quickly approaching, it is your last chance to do end of year tax planning. I recommend doing tax planning earlier in the year as much as possible, but I recognize there might be a few things that require you to […]
3 Ideas to Practice Gratitude During Tough Times + What I’m Thankful for in 2021
It’s that time of year where many people reflect on what they are thankful for. For those who are experiencing a loss or a challenging situation, it can be an exhausting process trying to feel thankful for something. You don’t need my permission, but I don’t think it’s said enough – it’s okay if you […]
