Cultivating Wealth Blog

Tips and ideas to simplify your financial life

Financial Planning and the New Tax Plan

Right now, you may be in the throes of gathering your tax documents for 2017 and preparing for the annual ritual of filing online or with your accountant. But it’s worth noting that substantial changes are on the horizon for 2018. The Tax Cuts and Jobs Act of 2017 was...

My 2018 Goals

Happy New Year everybody! Do you set annual goals or New Year’s resolutions? I do it every year and I enjoy the process of looking back on my year and dreaming about the year ahead. I’ve always been pretty goal-oriented, and I try to be very intentional about setting...

Market Update: 2017 Year in Review

2017 was a strong year for the markets around the globe.  Here is a brief review of performance and key themes for the year. Equities Domestic Stocks: Improving economic performance and the signing of the Tax Cuts and Jobs Act of 2017, aided US stock...

Five Easy Financial Resolutions

It’s a New Year, and many of us are still in goal-setting mode. While some years are more successful than others, I still love the process of setting goals and the feeling of achievement when I reach them. I find that many of us find it very difficult to set financial...

The Equifax Hack

By now you've heard about the massive data breach at Equifax which include the personal information of up to 143 million people. Although we have (sadly) grown accustomed to hearing about similar data breaches, like the ones at Target, Anthem, Yahoo or Home Depot,...



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