Aug 28, 2025
According to The Kaplan Group, tax scams have resulted in 2025 YTD reported financial losses of $5,742,463.91. Monthly tax scam reports rose 62% year-over-year, from 227 in 2024 to 368 in 2025, and have increased by 323% since 2020. So what can you do to protect yourself?
To help you stay safe, here are three...
Aug 21, 2025
Time is the most valuable asset we have. But unlike money, you can’t earn more of it. And once it’s gone, it’s gone.
In this episode, I talk about something I see every day, with clients and in my own life: how a lack of time becomes the excuse for putting off financial decisions. The irony is, delaying those...
Aug 14, 2025
Have you ever caught yourself just waiting for the next economic downturn, a family milestone, or the "right moment" to act?
Just wait for the market to crash. Just wait until your kids hit middle school, or high school—or college—and then just wait for the real challenges to begin. I hear it constantly in the...