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Archive
How to Build a Family Financial Vision That Actually Gets Everyone On Board
Learn how to create a family financial vision that everyone supports. This step by step guide helps parents set shared goals, simplify money conversations, and build a plan the whole family can commit to. Perfect for families who want less conflict and more clarity.
From Stress to System: How to Set Up a Monthly Money Routine That Actually Works
Tired of financial chaos? Learn how to take control of your money with a simple 60-minute monthly routine. Follow this step-by-step guide and checklist to build confidence, consistency, and peace of mind with your finances.
The Augusta Rule Isn’t Dead—But Sinopoli and Jadhav Just Changed How You Use It In Tax Planning
The 2023 Sinopoli and Jadhav Tax Court cases didn’t kill the Augusta Rule—they exposed how sloppy implementation can backfire. Learn what the IRS now expects, how to document your short-term home rentals correctly, and how to keep this powerful tax-free strategy audit-proof.
The Hidden Budget Killer: Stop Subscription Creep Before It Wrecks Your Holidays
Before the holiday season hits, take control of your money by spotting and stopping subscription creep. Learn how to audit, cancel, and save hundreds on forgotten subscriptions before they drain your account.
Tax-Loss Harvesting Before Year End: A Step-by-Step Guide for Busy Parents
Learn how to use tax-loss harvesting before year end with this clear, step-by-step guide for busy parents. Discover tax-saving strategies, common mistakes to avoid, and easy ways to make your investments work smarter for your family.
How to Talk to Your Kids (All Ages) About Credit—and Why It’s So Important
Learn how to talk to your kids about credit at every age—from preschool to young adulthood. Discover why credit matters, how to teach it in simple terms, and tips to set your kids up for lifelong financial success.