Two Coins

Credit card...PAID OFF! 🔥💳
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This year I gave one of my clients some help as he filed taxes for the first time himself. He learned all about the process, saved himself some money filing for free (yes totally free) online, and is going to collect a refund.
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The best part is that refund is going to be the last bit he needs to pay off his credit card!! This is what it's all about.
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Have you filed your taxes yet?
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The deadline this year has been pushed back to May 17, 2021. But why wait? If you usually get a refund, collect that money!

A friendly reminder about your Starbucks coffee! ☕
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Were you expecting the standard financial "advice" that if you could just forego that morning cup of goodness you'd magically solve all your money issues?
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That's just nonsense! Sorry, not sorry. There are SO many other choices that are SO much more important.
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For example, does your employer offer a 401k? Are you taking advantage of the full company match? If they offer a 4% match and you make $60k, they will pay you an extra $2,400 this year to help you save for retirement!
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So that coffee habit may cost $700 this year, but by focusing on the more important choices, you just made more than 3x the amount of of your coffee. (And if you think that's something, you should ask me about Roth IRAs! 😲)
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Here's the real secret. At the end of the day, how you you spend your money has to 1) bring you joy and 2) be inline with your goals and what is most important to YOU.
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So enjoy that morning cup! (Especially if that's what brings you joy!) During these crazy times your barista will be thankful.
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Just make sure you tend to the important pieces!! (Your loans, your savings, your children's education, leaving your legacy)
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Want to talk about the important pieces so you can enjoy the small things? I'm just a message away!
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The photo is of a cup of coffee I bought in Santiago, Chile back in 2011...yes, I still remember it. That's a lot of joy for one cup of coffee!

TOMORROW begins the one week summit "The Widow's Thrive Kit!"
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This summit was created by my good friend (and talented life & money coach) Tina .
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I feel very honored, as I was able to interview Tina for the summit! That interview can be streamed this coming Wednesday (1/27).
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Tina is an amazing woman, mom, and widow. She created this summit specifically for widows. It isn't just about dealing with grief. It focuses on all areas of life.
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•Healing from the loss of your spouse
•Being the best mom you can be
•Managing your money with confidence and ease
•Creating your new dream life
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And tickets are FREE! Can you believe it? Get your free ticket TODAY!! Click the link in my bio!

What is Accidental Death & Dismemberment? It sounds scary.
Should I put money in and FSA? An HRA?
Do I need supplemental life insurance? How much?
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This week I walked step-by-step through Open Enrollment with one of my clients. I gave him the information he needed to make choices that made sense for him, his budget and his financial goals. He felt like he finally made choices he was proud of and made sense for him and where he is in life.
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Open Enrollment is ending soon for many companies. If you would like guidance making choices that are right for you, please contact me asap!