Our Blog

The internet is full of opinions, many from people who aren’t qualified to give them. This blog is different. Here, we share smart, no-nonsense insights on taxes and financial planning, grounded in real expertise. Think of it as our take on practical tips and strategies that actually work in the real world.

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Sueño and Co. Sueño and Co.

Why Your Tax Return Isn’t a Financial Plan

Most people treat their tax return as the plan — but it’s really the report card. At Kindled Planning, we help you shift from reacting to numbers to leading with strategy. Real financial growth happens before April, not after.

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Sueño and Co. Sueño and Co.

Stop Blaming the Coffee

Everyone loves to blame the $5 latte, but your coffee habit isn’t what’s holding back your financial goals. It’s the bigger, quieter choices — like lifestyle creep and overspending — that make the real impact. At Kindled Planning, we believe money isn’t about restriction; it’s about building a life you enjoy with confidence, clarity, and purpose.

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Sueño and Co. Sueño and Co.

What Is a Personal CFO, and Why They’re Possible Now

Feeling overwhelmed by money decisions, apps, and advice? This post explores what financial clarity actually feels like — and how a Personal CFO helps busy families and business owners move from scattered to strategic with a clear, aligned plan.

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