All Posts

Paradigm shifts (and how to keep up)

Life has changed; how do we adapt without losing sight of what we want to achieve? Adaptability and planning is where I tend to go. As you’ve heard

Practical advice (and Frodo’s lesson)

Nerd alert ahead. Practical tips to follow. I think it’s safe to say that 2020 is not turning out like any of us expected or hoped. When difficult

Why I am an optimist

“The toilet paper had armed guards.” “We celebrated my birthday with a dinner party over Zoom.” “My officemate jumped on my desk and drooled on my keyboard during

Happy Friday

Good afternoon, I wanted to check in and see how you are doing and make sure you are getting everything you need. We are diligently working on a


A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While

Step Up to Help Lower Capital Gains Taxes

Let’s say you bought shares of stock for $50,000 20 years ago. The company did well, and the stock appreciated so that the shares are now worth $150,000.