Crazy Tax Deductions #Infographic |

Crazy Tax Deductions #Infographic

TGIF, my friends. We made it through another week and month. It’s hard to believe it’s almost March, which also means we’re closing in on April 15th. We’ve been doing a deep dive on taxes this month, and I thought it would be fun to share a more lighthearted tax post today. Everyone loves a good tax deduction, but unfortunately, the IRS doesn’t always agree with our reasoning.

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How To Create a Tax Efficient Portfolio through Asset Allocation |

How To Create a Tax Efficient Investment Portfolio with Asset Allocation

I covered a lot of information last week in how to understand your tax reality and hope you were able to digest it all. My goal with every post I write is to deliver immense value, but I also don’t want to overwhelm you! Instead, I want to empower you to make good decisions around taxes. Therefore, I’m going to keep my ongoing posts on taxes a bit shorter and

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Blog Round-Up
Weekly Roundup

Blog Round-Up: February 2015 Edition

It’s hard to believe that February is almost over. It seems like it just began! Chris celebrates his birthday in February, which is always fun. This year, we did a quick trip to Las Vegas, then the following weekend was Valentine’s Day. We’re celebrating our 25th wedding anniversary later this year, so it’s no longer a pressure cooker holiday for us, but we still always try to do something special

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Tax Series Part 1: Understanding Your Tax Reality |

Tax Series: Understanding Your Tax Reality

Taxes probably rank as Americans least favorite season of the year. Even though it is something we know happens every year, we still moan and groan about paying taxes until April 15 passes. It also happens to be one of my busiest times of the years too, and I’m not a CPA, but my tax savvy clients know that good tax-planning can make a significant difference in their tax bill

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How To Love Your Sweetheart Financially |
Couples and Money

How To Love Your Sweetheart Financially

Valentine’s Day is tomorrow, which made me think about the many conversations I have had with couples about their money over the years. Some of these sweethearts have been married for 50 years while others just celebrated their first anniversary together, and a few were in the early stages of love. The commonality between all of them was the role money played in the state of their relationship.

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Let's Talk Taxes |

Let’s Talk Taxes

Benjamin Franklin aptly said, “In this world, nothing can be said to be certain, except death and taxes.” Both are something many of us fear and prefer to avoid thinking about them. They may never be our favorite topics, but you want to get in front of them, so that you can have a modicum of control, rather than be at their mercy.

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How to Navigate the Minefield of Valentine's Day |

How To Navigate the Valentine’s Day Minefield

Editor’s Note: I’m celebrating my husband’s birthday today, so Tanya from Eat Laugh Purr is sharing some great ideas on celebrating Valentine’s Day. Valentine’s Day brings out a variety of emotions in people. Many dislike it for it’s overt commercialization while others love being showered with red roses and dark chocolates. Some breakout in hives over finding the perfect gift and a few get indigestion from all the happy coupling.

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A Few Changes Coming to The Heavy Purse |
The Heavy Purse

A Few Changes Coming to The Heavy Purse

Every year when I sit down to plan the upcoming year for The Heavy Purse, I always begin by asking myself the following: has my purpose has changed? And for the past couple of years, the answer has been a resounding “no”. My passion for helping parents raise financially confident children remained high as I knew there was a deep need for this information. However, this year, my answer shifted

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  • Meet Shannon

    "As a Certified Financial Planner, it is my passion to help individuals and families build a healthy relationship with money. I look forward to helping you raise financially confident kids.” - Shannon Ryan