Anthem Money Coach

"...money is a terrible master but a powerful servant." Brian Skrobonja

Handle your finances with gratitude, not fear.

Send a message to learn more

"When your wealth serves your values, your financial strategy becomes an extension of your faith, your family, and your future." Brian Skrobonja

Send a message to learn more

Only a financial geek celebrates their 59 1/2 birthday. Happy penalty-free day to me!!

May your reflections on a year gone by carry you into the new year with renewed hope and great joy.

Happy New Year!

Send a message to learn more

A new Financial Peace University class is being coordinated by some of the best facilitators in the Valley (IMHO). This course has changed the lives of millions of people, myself included! Message me for the registration link!

Business owners, don't forget to file your Beneficial Ownership Information (BOI) forms through the Financial Crimes Enforcement Network website by the end of the year. Those who do not comply could be hit with hefty fines.

Beneficial Ownership Information Reporting | FinCEN.gov Many companies are required to report information to FinCEN about the individuals who ultimately own or control them. FinCEN began accepting reports on January 1, 2024. Learn more about reporting deadlines.

"There is no dignity quite so impressive, and no independence quite so important, as living within your means." Calvin Coolidge

Signs that you're a nerd.... First things packed for our camping trip!

As I work with clients approaching retirement, and I continue to prepare for my own retirement from my "day job", I have to stay reminded that preparing for retirement is not only about being financially prepared. It's about having our social and mental houses in order as well.

The Five Stages of Retirement (and How to Skip Three of Them) Getting the first step wrong inevitably means you’ll go through stages three through five. Get step one right, and it’s a two-step process.

We've entered the month of November so now is a good time to check your FSA (Flexible Spending Arrangement) balance and make sure you spend it all on qualifying medical expenses before the end of the year!

https://www.police1.com/police-products/training/services/press-releases/performance-protocol-donates-services-to-assist-maui-police-department-as-lahaina-wildfire-recovery-efforts-continue-RJtRHNFBuHtzU3Ry/

Performance Protocol donates services to assist Maui Police Department as Lahaina wildfire recovery efforts continue PRESS RELEASE Performance Protocol donates services to assist Maui Police Department as Lahaina wildfire recovery efforts continue Phoenix-Based Startup Will Offer Performance Coaching, Professional Optimization to Help Retain Maui Police Force During an Essential Time PHOENIX, Ariz. – Phoenix-bas...