Embracing Change: Closing My Business and Taking a Sabbatical
In the journey of entrepreneurship, there comes a time when we must face the difficult decision to close one chapter to open another. ...
top of page
760-205-3432
All blogs are educational in nature and should not be interpreted as financial advice.
Regulations and laws change frequently and some information may be outdated.
Search
xennial_lindsay
- Oct 27
- 2 min
Building Financial Resilience: A Millennial's Guide to Financial Security
In an era marked by economic volatility and uncertainty, financial resilience has become a crucial skill, especially for millennials....
6 views0 comments
xennial_lindsay
- Sep 27
- 4 min
Money Lessons Learned Part 2: What Did Not Go Well
Welcome to Part 2 of 2 on money lessons I learned at an early age. This time around, I will be reflecting on the not so good financial...
4 views0 comments
xennial_lindsay
- Aug 31
- 5 min
Money Lessons Learned Part 1: What I Did Well
I’m sure many of us will agree that most money lessons are learned the hard way. Only recently have high schools started requiring...
10 views0 comments
xennial_lindsay
- Jul 24
- 3 min
Top Strategies for Buying a Home
The dream of owning a home is an aspiration that many younger generations aspire to achieve. However, with the ever-increasing costs of...
5 views0 comments
xennial_lindsay
- Jun 28
- 4 min
Live Richly: Die with Zero
I recently read the book, “Die with Zero: Getting All You Can from Your Money and Your Life” by Bill Perkins, and it had a profound...
18 views0 comments
xennial_lindsay
- May 26
- 2 min
Debt Ceiling Debacle
To be completely honest, this is not what I wanted to discuss in this month’s blog, but it feels like the elephant in the room, so here...
6 views0 comments
xennial_lindsay
- Apr 27
- 1 min
Vote Now!
I want to hear from you! My goal is to ensure that these blog posts stay relevant. What topic(s) do you want to learn more about? What...
9 views0 comments
xennial_lindsay
- Mar 24
- 3 min
Is Your Money Safe?
If you were a working adult during the 2008 financial crisis, you may be feeling some deja vu as some well-known and seemingly stable...
10 views0 comments
xennial_lindsay
- Feb 24
- 5 min
Last Minute Tax Savings Tips!
Were you anticipating a tax refund this year, but found out you actually owe the IRS (or state, depending on where you live)? Well,...
9 views0 comments
xennial_lindsay
- Jan 31
- 5 min
Rip-Off or a Good Investment?
It seems nearly impossible to avoid the bombardment of ads and commercials with new products and services being touted our way. Whether...
5 views0 comments
xennial_lindsay
- Dec 27, 2022
- 4 min
Your 401(k) is Changing
Congress recently passed a(nother) bill that will overhaul the U.S. retirement system. Known as SECURE 2.0, these provisions are...
18 views0 comments
xennial_lindsay
- Nov 29, 2022
- 4 min
Important Numbers and Tax News for 2023
It is hard to believe 2022 is almost over! It’s been a bumpy ride for consumers as high inflation reared its ugly head for the first time...
12 views0 comments
xennial_lindsay
- Oct 26, 2022
- 3 min
Your Financial (Disaster) Toolkit
Climate change and extreme weather seem to be taking over the news headlines for the past few years. Hurricanes, tornadoes, drought,...
9 views0 comments
xennial_lindsay
- Sep 29, 2022
- 3 min
Marriage and Money
As early as childhood, we develop biases around money. Perhaps we watched our parents argue over the green stuff or avoid the topic...
11 views0 comments
xennial_lindsay
- Aug 25, 2022
- 4 min
Should you Save, Pay Down Debt, or a Little of Both?
I am asked this question a lot! And like everything in financial planning, it depends. Well, kind of. I do have some pretty strong...
17 views0 comments
xennial_lindsay
- Jul 29, 2022
- 3 min
Student Loan Drama
The student loan saga continues… My last blog on this topic was in January 2021 and oh so much has changed! And it continues to change...
10 views0 comments
xennial_lindsay
- Jun 30, 2022
- 4 min
Inflation vs. You
If you have noticed your wallet shrinking lately, you are not alone. Almost everything costs more and it’s happening on a global level. ...
18 views0 comments
xennial_lindsay
- May 26, 2022
- 3 min
Stock Market Sale!
If you’re someone who watches your investments closely, these past several weeks have probably felt like a rollercoaster. And even if...
10 views0 comments
xennial_lindsay
- Mar 28, 2022
- 4 min
The ABCD's of Investing
If you have ever tried to read one of your 401(k) or IRA statements and got completely confused, you are not alone. If you have ever...
19 views0 comments
Blog: Blog2
bottom of page