Money Monday

Planning perspectives for people building real wealth in real life.

Money Monday turns market noise, tax questions, business-owner decisions, and family goals into plain-English planning ideas. This hub converts those recurring themes into evergreen guides built to feed the Advisor Scorecard.

From the Money Monday archive

The strongest SEO plays here are not generic finance posts. They are the questions real people ask when markets wobble, tax bills sting, or a decision looks good on paper but wrong in life.

Money Monday

Is Now a Good Time to Invest?

A calm framework for market timing questions, long-term investing, and cash on the sidelines.

Money Monday

Are We Headed for a Bear Market?

Why market declines are not a surprise event, and what real preparation looks like.

Money Monday

Simple Investing for Business Owners

A Warren Buffett-inspired reminder that the hard part is not complexity. It is staying aligned.

Money Monday

Tax Planning for High-Income Business Owners

The difference between lowering this year's bill and minimizing lifetime taxes.

Money Monday

1031 Exchange vs. Selling Rental Property

Why avoiding a tax bill should not be the only reason to buy another property.

Money Monday

Pay Off the Mortgage or Invest?

When the spreadsheet answer and the peace-of-mind answer are not the same.

The recurring philosophy

Three patterns show up again and again: do not let market headlines drive the plan, do not confuse this year's tax bill with lifetime tax strategy, and do not make math-only decisions when the real goal is peace, options, and family freedom.

Advisor Fit

Tax-Literate Financial Advisor

A guide to the advisor/CPA gap and why tax fluency matters.

Business Owners

Business Owner Cash Flow Planning

A planning lens for uneven owner income, taxes, and lifestyle decisions.

Book

If You Love Your Family, Save Like It

The values-first money philosophy underneath the scorecard.

Peterkin Financial

Nicky Morong, CFP®, CLU®

Nicky helps business owners turn high income into actual clarity: tax-aware planning, cash-flow decisions, family priorities, and a financial strategy that is bigger than a portfolio review.

Also by Nicky

If You Love Your Family, Save Like It

A values-first money philosophy for people who want their financial decisions to support the life they actually want.