Dreams2Reality

Wealth Transfer 101

There’s a lot of chatter in the world right now about wealth transfers – because we are in the midst of seeing the largest one the US has ever experienced!

I’m breaking down everything you need or want to know about what the Great Wealth Transfer is, what you should do if you receive an inheritance and how you can start NOW to amass enough wealth to leave your own wealth transferring legacy.

Spend for the Life You Want

As a financial planner, I spend a lot of my time telling people how to save and how to invest. But, spending is a BIG part of your financial situation and how you spend your money will determine how much you can save and how much you can invest! Let’s face it -...

How I Funded a Debt-Free Wedding and Honeymoon

Weddings are expensive! I just got married and experienced first-hand the immense cost associated with putting one on! After all, weddings are a 55 billion dollar industry just in the United States. Every aspect costs so much money, and so often couples don’t want to...

When is the right time to include a robo advisor in your financial plan?

This is a sponsored post curated by me on behalf of Charles Schwab. All opinions are 100% mine! Round of applause to you! You’re doing it, you are successfully adulting and the fact that you are currently reading this post proves it! And since you are reading this...

What is a Robo Advisor and Are They Right For You?

This is a sponsored post curated by me on behalf of Charles Schwab. All opinions are 100% mine! Finally, the robots are coming to make our lives easier just like predicted on The Jetsons….well, kind of. Technology has in fact come along and made our lives so much...

This One Change Saved Me Money on My Taxes!

This is a sponsored post by H&R Block, however, all opinions are my own. It’s official, I made the switch! After using TurboTax for years, I decided to make the switch to H&R Block! If you have been following me on Instagram, you know that I had quite a few...

No Brainer, Flexible & Low-Stress Ways to Make Money

What would you do if you could make money when you wanted and not feel like you were stuck in something? For so many people the goal of controlling their time and income is a dream that often seems out of reach.