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Category Monthly Item of Value

The Perfect Personal Note—How to Write One

Sending a handwritten, personal note is one of the easiest ways to make a person’s day! But when it comes to figuring out what to write in that perfect personal note — well, that’s a bit more difficult for most of us.

When you want your message to be personal and heartfelt, but you can’t seem to get the right words to flow from your pen, take a quick look at the information below. I’ve provided a few sample messages and explained the formula that makes these notes so effective.

Get some useful ideas on what to say and how to say it. In addition, you’ll see some tips for making the note even more beautiful. Your relationships will love reading what you have to say! 

You can write a year-end gratitude letter, holiday well-wishes or just a note to say hello...

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Finding the perfect gift this holiday season

You know that feeling when you receive the perfect gift? You open up the package (or email) to find something that seems like it was tailor-made to fit your needs and personality. Finding the perfect gift doesn’t have to be difficult.

It feels really good to receive something so thoughtful. And it feels even better when you’re able to create that experience for someone else. The eReport below tells you everything you need to do to come up with the perfect gift for your loved ones.

Learn what to ask yourself so you can plan an exchange that is personalized, heartfelt and delightful. You’ll find that giving the perfect gift will feel even better than receiving it! 

Consider the gift recipient’s life. Think about their situation, interests and hobbies...

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5 Simple Tips To Keep Your Identity Safe

Recovering from identity theft can be tough. There are easy steps you can take each day to keep your identity safe and secure.

We love when technology improves and makes life easier. However, as a result the ability of bad guys who want to steal your identity increases as well. Their emails look authentic as do their texts and phone calls.

According to the Federal Trade Commission

“Phishing emails and text messages often tell a story to trick you into clicking on a link or opening an attachment. They may

  • say they’ve noticed some suspicious activity or log-in attempts
  • claim there’s a problem with your account or your payment information
  • say you must confirm some personal information
  • include a fake invoice
  • want you to click on a link to make a payment
  • say you’re eligible to re...
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Planning the Perfect Renovation

planning the perfect renovation can be easy

If you’ve already spruced up your curb appeal, perhaps you’re ready to tackle some projects inside the home! Therefore, you might need some tips on planning the perfect renovation.

Spending so much time at home during the past several months probably has you dreaming up a few improvements for your space. The information below contains innovative, easy-to-use apps that help you plan the perfect renovation!

Learn where to get inspiration. Get ideas on how to start your planning. Discover a few tools to use as you start your projects. You don’t have to take on a home renovation alone, either!

In addition, I know a great contractor who can make your renovation dreams a reality in a healthy and safe manner. Just contact me today! 

planning the perfect renovation
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A Roadmap for Cashless Spending

When peer-to-peer payment (P2P) apps and mobile wallets make it so easy to spend cash in a flash, it’s good to have a roadmap for cashless spending you can follow to stay on top of your expenses.

This eReport provides some strategies to help you account for cashless means of spending in your budget. Get tips on how to spend responsibly when it comes to P2P apps and other contactless methods of payment.

Plus, check out a few great budgeting apps to keep you on track along the way. So whenever you tap your phone or card to pay, you’ll know exactly how that fits into your budget — even if it didn’t actually feel like spending! 

A roadmap for cashless spending for consumers

I hope this information on a roadmap for cashless spending is helpful. If you need assistance in buying or selling a home, don’t hesitate to g...

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Self-care starts with better sleep

Did you know that sleep is a huge part of any self-care routine? It’s an easy thing to overlook. This is especially true if stress has you tossing and turning. Are you spending too many late nights on Netflix or playing games online?

To truly reset and refocus after a difficult time, you need to physically refresh with some quality shuteye. Making sure you have enough sleep as well as good quality sleep will help.

You need all three phases of sleep. Therefore, deep sleep, REM sleep and light sleep are necessary to complete your successful slumber.

Below is some information to help you understand how sleep works and some tips on how to adjust your routine for better night’s rest. You’ll start feeling more refreshed and re-centered in no time! 

Self-care starts with better sleep

I hope this informatio...

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How to Host the Perfect Virtual Gathering

Social distancing doesn’t have to pause your social interaction! You can learn how to host the perfect virtual gathering. The digital world has made it easier than ever to stay connected with friends and family from afar.

In the eReport below, you’ll find everything you need to know to plan the perfect online gathering. Learn what video platforms to use, how to send invites and even ways to play games or watch movies at the same time — but not in the same place. Enjoy!

How to Host the Perfect Virtual Gathering
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Ways to liven up your time at home

Spending a day without leaving the house may have sounded like fun three months ago. Now that it’s our new normal, it’s a different story.

By now, you and your family might be feeling a bit jumpy at home all day. If that’s the case, check out the information below — you’ll find five ways to liven up your time social distancing with games, crafts and cooking. These outside-of-the-box ideas will keep you and your family entertained at home, and even lead to a few positive memories. 

Ways to liven up your time at home
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The real deal with discount and online brokerages

They are popping up all over the internet. However, these discount and online brokerages can’t do the things that a real, in-person realtor can do for you.

Get some advice in my Monthly Item of Value below:

The real deal with discount and online brokerages
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What to do with your tax refund

Getting a refund?

Tax time is upon us! As you gather all your documents and prepare to file by the April deadline, there’s a chance you might receive a little bonus in the form of a refund.

Rather than pocketing the extra dough, why not put that money to work? Check out these financially healthy ways you can use that refund in 2020!

You can:

  • Stock your rainy day fund
  • Invest
  • Chip away at debt
  • Work on the mortgage
  • Contribute to retirement
  • Support a cause
  • Renovate your home
  • Focus on Personal Development

And if you think you may owe, don’t panic — I’ve got a few tips on what to do if that’s the case. If you need a tax professional to help you out, contact me for a great referral. 

Click on this link for the full document.

What are you going to do with your tax refund?
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