The financial planning process for 2021 presents an opportunity to turn the hard-earned lessons we’ve learned during the current pandemic into exercises and thought work that link your strategy to value. It’s about going beyond the traditional way of setting quarterly and annual goals. Going beyond the business-as-usual budgeting and goal setting process where traditional […]
About Summer Morris
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In your 20s: Start dreaming early about what you want out of life and how you’re going to pay for it. Put compound interest to work. I think of compound interest like a couple of bunnies. Where two bunnies become three bunnies, then five bunnies…then thirty bunnies and beyond! In your 30s: Increase the amount […]
When you think of your retirement, do you envision yourself with a book in the backyard, or traveling the world? Or do retirement thoughts leave you feeling anxious and avoidant because you don’t know WHAT you’ll do or HOW you’re going to pay for it all? Either way, it’s not going to be your parents’ […]
A client of mine received a call from a credit clean-up agency. For $1,500 the agency said they’d remove hard inquiries from her credit reports and other things to help boost her credit score. I said save your money. I’ll guide you on how you can clean up anything that can be remedied. Per Experian, […]
Feeling unappreciated by your employer? Unsatisfied with where you work, who you work for, or the size of your paycheck? Dread Mondays because of the soul-sucking job you hate? Do you want to be your own boss but don’t know where or how to start? I can help you. I left corporate life in 2014. […]
Hey you – If you haven’t filed your 2019 Federal tax return, the deadline (previously extended due to COVID-19) has now been extended to December 15th due to the wildfires. For the areas covered and other affected tax return info here is the IRS News Release.
2020 has been a year of mass transformation and one worthy of its own chapter in history books. Some would say a scary world. From mass layoffs, to thriving businesses shutting their doors, to kids home in Zoom school with parents juggling it all. What if your income dropping is added to this list? Then […]