Before I get to today’s topic (some thoughtful guidance on spotting an IRS tax scam) let’s discuss this…It’s that time of year when spending seems to really kick in. Yes, I know we’re still in September, but all of these holidays that seem to mysteriously demand extra...

There’s something about a new work week that gets you thinking about how you want to spend the weekend. The same goes for planning a vacation once you get back from one. Work is fulfilling, but life’s "rest times" are what Montgomery County people like you and I work...

I’ve talked to many clients about credit score repair – and I’ve seen how true this is: it’s easy to get yourself deep into credit problems. I’ve even seen that it’s not always the people that you’d expect. I have The Woodlands clients who have built tight...

There’s a lot of upheaval in Washington (and across the country) over this whole student loan forgiveness decision from the White House. Some folks are exultant, some are… well, less than thrilled.For the extremely-online-all-the-time crowd, it’s likely you’ve moved...

The economy has caused some turmoil as of late. Markets haven’t been kind for the last couple weeks, and it is yet to be seen what impacts the student loan relief will have on the economy at large (if it, indeed, doesn’t get struck down by legal challenge). And...

You likely were invited to one wedding or another this summer (or perhaps YOU were doing the inviting?) ... 'tis the season. If you were the one saying vows, many congrats! Weddings are the fun part. The part of that whole "two become one" reality that's not as...

87,000. All weekend I’ve seen that number flashing through the headlines – and I’ve seen the panic on the part of some of my Montgomery County clients. A quick recap, if you’re in the non-news-imbibing crowd:The perhaps-Orwellian-named Inflation Reduction...

The British saying “Keep calm and carry on” seems like a good motto to live by in uncertain times like these. Still, a little freak-out about what lies ahead is totally normal, even expected.Plunging ahead through the rest of 2022, which is most likely to be rough...

There’s something truly American about the summer family road trip. Piling into the car with your luggage and favorite snacks in tow, getting out on the miles and miles of paved road, gazing at the stretches of wild scenery (or maybe just fields and cows)... it’s all...

Do you remember the days of yore when you’d call someone and the phone would keep ringing and ringing with no answer? And you were okay with that because you’d just call them back later hoping to reach them? No? Oh yeah. Me neither. The world has changed.When you...

A lot of Montgomery County residents say, “more money, more problems.” While that saying is partially true, I think a lot of us would be only too happy to get a little more green in our bank accounts considering the current inflation situation.Especially those working...

A lot of us Montgomery County investors are feeling the effects of inflation.And I want to help you navigate through it as best I can. This week, I want to take some time to break down how it could be affecting your investment portfolio.(But Aurelia … I don’t HAVE an...