(Re)

Write your Money Script

Unconscious money scripts, we all have them. Often we think financial planning is about how, when, and where. As you become more aware of your personal money scripts you will learn it's more about "why" and "who".  Over the course of our relationship we will help you become more conscious and rewrite your personal Money Script.

fin lit hero image

The Money Script Podcast

The Money Script is here to bring you new perspectives on basic financial principles to help you grow your financial literacy. The information is out there, many just don’t know how to access it, so we bring it to you!

Between Two Advisors - A Conversation with Sheri Fitts
Out And About Communications - A Conversation with Lauren Hong
“Make sure you tune in financially” A conversation with Lynn Toomey
Between Two Advisors - A Conversation with Taylor Schulte
All Episodes
“Speak: Find Your Voice, Trust Your Gut, and Get from Where You Are to Where You Want to Be” Tunde Oyeneyin
This months pick

Book Club

“Speak: Find Your Voice, Trust Your Gut, and Get from Where You Are to Where You Want to Be” Tunde Oyeneyin

Each quarter, we invite You to read a financial literacy book with us! Grab a copy from your nearest library, order on Amazon, or listen on Audible!

The Money Script Blog

To Bitcoin, Or Not To Bitcoin

I recently watched a very informative documentary "Banking on Bitcoin" on Netflix, I highly recommend watching it before considering an investment in cryptocurrency. Additionally, I recommend researching stories of those who recently lost money in cryptocurrency, don't just rely on the glory stories of those who have done well.

Multiple Choice Tax Reform

Taxes are in the headlines, and not due to the extension deadline on Monday. The New York Post quotes President Trump as saying that the new tax reform plan will boost the stock market and based off the third quarter closing numbers it looks like that may be the case since all three indexes ended in the green with S&P 500 and Nasdaq hitting record highs.

Tax Reform, To Be Continued...

The US House of Representatives passed a version of tax reform this month. The Senate is now working on their version which will also be met with much, if not more, scrutiny. The House's plan is to shrinks the number of tax brackets from seven to four.

See More