Bigger Picture

Define YOUR Success

In this age of consumerism, it’s hard not to get caught up in comparing ourselves to those around us; whether it’s friends, family members, celebrities, or people pretending to be celebrities we are constantly seeing their “successes” (I put this in quotes because not everything shared on social media is legit) and comparing to our own. Stop. Doing. This. “How…

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West Coast Bound

I’m somewhere over the western part of the country on my way to Santa Monica to participate in an advisor summit at the Dimensional Funds Advisors HQ for the next couple of days. It’s been a while since I’ve been to Santa Monica to visit DFA—the last time I was there it was late 2015 and I was just getting…

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RLS Threads Is Live

What started out as a sweatshirt to gift to a few friends has turned into a little side project! RLS Threads is now live (fingers crossed I have everything set up correctly–online retail is not my background.) and for the next week you will be able to pre-order from four designs in the First RLS Threads Collection. I thought it…

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The D.C. FinTwit Happy Hour Goes National

Last fall I reached out to FinTwit phenom Jamie Catherwood (if you haven’t listened to my podcast with him, get to know him better here) to discuss an ambitious goal—a National FinTwit event. Before I get to the inaugural National FinTwit event, allow me to share how we got here… Late last summer, I organized a small get-together with the…

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Tunnel Vision

Ah, yes another New Year’s Resolution Mindset post (a few days later than I had planned)…I know people like to make fun of these lists, but that’s ok–you can skip today if that’s you.  Like my last post, I’m channeling my inner Barry Ritholtz and writing for an audience of one, but I’m sharing for accountability and in case there…

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Reflections From 2018

When I first started to write this blog, I remember hearing Barry Ritholtz say he writes for an audience of one…himself. I have to admit, that is great advice I never followed—I’ve viewed All About Your Benjamins as a way to communicate/educate and hopefully one day grow my business. Because of this, I have always written with an audience beyond…

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RLS Wealth Management on Fox 59 News: Charitable Donations And The New Tax Law

With the combination of an increased standard deduction and capped state and local tax deductions, along with other new laws within the tax code, fewer taxpayers seeing a deduction for their charitable contributions. But, as I explain to Fox 59 and CBS 4’s Jill Glavan that doesn’t mean taxpayers will be worse off, or that charitable giving will see a decline.…

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What I’m Thankful For

Last evening I sent a short email to my clients sharing my appreciation for the relationships we have built, the trust they have in me, and for allowing me to do what I enjoy the most each day. After I hit send, I thought I’d write a post for supporters of the blog and my FinTwit friends. We all have so…

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Bigger Picture, Financial Planning

Financial Planning For Today

Every Friday I take Roman, Leo, and now Silas to breakfast at our local coffee shop (shout out to Geist Coffee); R&L get 2 donuts each (I usually get to finish between 1/2 to a whole donut), Silas gets a banana, and I get a bacon, egg and cheese sandwich with a cold brew…no deviation from the order. Every. Friday.…

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