Category: Goals

Take your financial confidence to the next level!

Man chasing after money

The Downside to Making the Most Money You Ever Have

Is it possible to be in a worse position because you are making the most money you ever have? It happens more than you think. It’s not just the tax impact of additional income, but many of the lifestyle decisions that build up over time.


April 9, 2019 0
Thrifty living with no shame

Ain’t No Shame in My Thrifty Game Strategy Guide

Being thrifty is actually a good thing! I share with you how to make thrifty purchasing decisions and share with you some of my family’s thrifty ways.


March 16, 2019 0
Image of tracks going in two different directions

Are You on Track Financially? Strategy Guide

Am I on track financially? The answer to this question is why many of my clients reach out to me initially. This is a very scary question to ask for many because most are not on track and acknowledging this reality means that you may need to shift either your goals or change your behavior to align your financial decisions with what is most important to you. The answer to are you on track is…
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March 3, 2019 0

Last Minute Tax Planning Ideas Before Your File for 2018

Have you procrastinated with your tax planning strategies or retirement planning? There are a still a few tricks to help you change your 2018 tax situation. Before you file your 2018 taxes consider a few last minute planning ideas to Level Up your financial planning situation and possibly increase your refund amount.   Retirement Account Contributions Did you know you can actually make retirement account contributions for the prior year? You have until the tax…
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January 23, 2019 0
Why Level Up Financial Planning is different

Why Level Up Financial Planning?

If you found this post, you are probably wondering to yourself what is up with the fun name for a financial planning firm? That is not normal. You may also be thinking why would I choose such a non-conventional company to navigate my important financial planning decisions? Well, I do not expect to be a fit for everyone. However, those who have found me to be a great fit, really benefit from not only the…
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December 10, 2018 0
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