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October 2025 Quarterly Planning Spotlight

Welcome to the October edition of the financial planning spotlight! Topics top of mind this quarter are Health Insurance, End of Year Tax Planning, and Values Based Spending.

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Is Buying a Rental Property a Good Investment?

I get asked this question all the time. And even more often, I give my unsolicited opinion to anyone who mentions it. The short answer is that it can be, but most often it wouldn’t be for the people who are asking. Let’s dig into why.

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July 2025 Quarterly Planning Spotlight

Welcome to the first post of the Inspiration Quarterly Planning Spotlight. I will touch on topics that are top of mind during the quarter that I think may be interesting/helpful to you.

The topics this quarter include Tax Changes from the OBBB, Investment Thoughts, and Estate Planning reminders.

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The 14 Steps To Prepare for Retirement

I wrote a bunch of blog posts about retirement over the last couple of months. I’m guessing you haven’t read them all. That’s ok. This post is your roadmap to all the steps I covered. Consider this your cliff notes. A checklist of sorts. You can dive right into a subject that matters to you and ignore the rest for now.

What’s important is that you know they exist.

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What Happens When You Ask Facebook How to Invest

I Earn a LOT of Money - How Should I Invest? This was the gist of a question that was posted recently on a moms Facebook group I’m in. The answers and the discussion that followed were fascinating.

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