Recent Posts

Holiday Hack: Host a Potluck!

In today’s Financially Wise Living episode, we’re continuing our holiday hack series, and I’ve got a great one for you: host a potluck!

Instead of having your next holiday celebration at a restaurant—where you’ll have pay for food, drinks, tax and tip—gather your friends together and celebrate the season at your home.

Everyone can bring his or her favorite dish to share, which makes the whole experience even more special, plus you’ll all save money, too.

And remember, if you have any questions about how to use your money to fund the life of your dreams, get in touch and schedule your free Discovery Session with me today—I’m here for you!

Love and success,




The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial adviser prior to investing. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.