Analyzing the American Families Plan Tax Proposal

After months of speculation, on September 13th, the House Ways and Means Committee released a proposal for tax reform effective in 2022 (and possibly in 2021 for selected provisions). The proposal contains a number of provisions that were expected, and a few surprises that we did not expect. 

Stop Doing That!

We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.

Money Can’t Buy Happiness, or Can It

The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!