Estate Planning
Free Estate Planning Checklist 2026: Secure Your Legacy, Protect Your Family, & Avoid Probate
After nearly 30 years of helping families plan their legacies, I've seen firsthand that a well-organized estate plan, and a valid will, is one of the greatest gifts you...
Taxes & Tax Planning
Home Sale Calculator: Profit & Cost Basis Calculator For Capital Gains
After nearly 30 years in financial planning, the most painful conversations I’ve had were with clients blindsided by a massive tax bill after selling their home. They thought their...
Property Insurance
Import Car Insurance Tips: Get Covered Without Getting Ripped Off
Ever found that perfect car online, the one that was never sold in the U.S., and thought, "I have to have it"? I've seen that excitement on a client's...
Net Worth & Goals
15 Minute Monthly Financial Wellness Check In & Worksheet
Last week a client sat across from me and said something I hear at least twice a month. She had no idea where her money went. She made good...
Net Worth & Goals
Psychology Backed Financial Goals Worksheet. Behavior Meets Strategy
In my 25+ years as a financial planner, I've learned a powerful truth: the clients who succeeded weren't the ones with the most complex spreadsheets. They were the ones...
Money Management
Dave Ramsey’s 7 Baby Steps Revisited. An Advisor’s 2026 Take
A retired nurse in Tampa sits across from me, her credit card statement spread out like evidence of a crime she didn't mean to commit. $47,000 across six cards....