DreamMaker Financial

06/03/2026

Most people think tax planning happens during tax season.
In reality, a lot of the important decisions happen during the rest of the year.
Changes in income, investments, charitable giving, or even a home sale can all affect your tax picture.
Giving yourself time to review things now can make the end of the year feel a lot less rushed.
If you want to talk through your situation, you can schedule at the link in bio.

06/01/2026

“Why does everything still feel so expensive even when things are supposed to be improving?”

Everything is “stable”…
But nothing feels cheaper.

Inflation is still sticky
Jobs are steady, but slowing
Rates are not moving

So here is the real question:
Am I adjusting how I move financially or just hoping things shift?

This month’s Informed View is not about reacting.
It is about realigning.

Because how you move in this environment matters more than ever.

05/28/2026

Understanding this “annoyance economy” helps
reframe the experience. It is not about personal
failure or impatience.

It is about systems that make everyday tasks harder than they need to be.

Awareness is a first step toward protecting your
time, your finances, and your sense of control in a
world that too often profits from friction.

Being annoyed is expensive! The cost of dealing with robocalls, hidden fees and customer service chatbots (that can’t solve most problems) was estimated at $165 billion.

05/26/2026

Estate planning is often misunderstood as something you do at the very end.

In reality, it is about making decisions now that protect the people you love and the life you have built.

It is a way to bring clarity, reduce uncertainty, and make sure your wishes are carried forward with care.

05/25/2026

You do not need to know everything. You just need the opportunity to keep learning and the willingness
to use that knowledge to create more freedom in your life.

05/21/2026

In moments of global uncertainty, financial anxiety has a way of resurfacing quickly.

And while much of what drives the anxiety is outside our control, there is power in focusing on what we can influence.

When the world feels uncertain, spend the season of renewal taking charge of what you can control: your budget.

05/19/2026

A 529 plan is often thought of as just a way to save for college.

But at its core, it is a flexible tool designed to support learning over time, not just one specific moment.

When used thoughtfully, a 529 plan can create opportunity, adaptability, and econfidence for families who want options as their lives evolve.

05/18/2026

Many parents are doing all the right things on paper saving for their children’s education, planning ahead, trying to be responsible and still find
themselves wondering if their own future is getting enough attention too.

You don’t need to have it all figured out.

Sometimes it starts with asking better questions, getting clear on what’s working, and understanding what options you actually have.

05/14/2026

Discussions about money across generations often turn into comparisons about who had it harder.

Millennials point to graduating into a recession and navigating adulthood through multiple crises.

Boomers remember starting out during periods of high inflation, rising interest rates, and economic uncertainty of their own.

Millennials like to say their generation got the short end of the economic stick. Baby boomers disagree. Who's right? This data from the Wall Street Journal sheds some light on the debate.