AAA Advisory LLC

08/28/2026

💰 Financial Friday: Know Your Net Worth!

Remember when I said knowing your financial numbers is like getting bloodwork at the doctor? Your net worth is one of those numbers worth checking regularly.

Think of it as a quick snapshot of your financial health:

What you own − What you owe = Your Net Worth

Your net worth isn’t about comparing yourself to anyone else and it certainly doesn’t define your success.

It’s about knowing where you are today so you can make better decisions about where you want to go next.

Just like with your health, one number doesn’t tell the whole story. But when you track it over time, it can reveal a lot.

So, when was the last time you checked your net worth? 👀

Know your numbers. Know your options. Take action.

This content is for educational purposes only and is not intended to provide individualized financial, investment, tax, or legal advice. Please consult your appropriate professional regarding your specific circumstances.

08/14/2026

Financial Friday 💰🩺

You get an annual physical to check in on your health.

But when was the last time you had a financial checkup?

Just like blood pressure, cholesterol, and bloodwork give you a snapshot of your health, knowing a few key financial numbers gives you a snapshot of your financial health.

Over the next few weeks, I’ll be sharing some of the numbers worth knowing, and why they matter.

Because when it comes to your finances, knowing your numbers can bring a lot more confidence.

08/07/2026

***Financial Friday***

Are you curious about what the Trump accounts really are and if they fit into your families finnancial plan?

If yes, check out my latest article in the Catoctin Banner Newzine (see first comment for link to the article).

07/31/2026

Financial Friday: Why accurate budgets matter!

I’m changing my grocery budget.

And honestly, it feels a little silly to admit that this has been bothering me so much. 😂

I’ve been beating myself up every week over our grocery spending. I’d see the number and think, we’re spending way too much! I need to get this under control.

But then I stopped and actually looked at it.

I’m feeding a family of five, with two large dogs. Our grocery spending is affordable for us. We’re eating well.

The problem wasn’t really our spending. It was the number I had decided we “should” be spending.

So starting in August, I’m increasing my grocery budget.

Not because I’m giving myself permission to spend recklessly, but because I’m giving myself permission to use a number that actually reflects our life.

And that’s an important part of financial planning.

Sometimes the answer isn't “spend less.”
Sometimes it's “let’s make sure the goal we're measuring against actually makes sense.”

Is there a financial number you’ve been beating yourself up over that might deserve a second look?

07/16/2026

A quick tip for my business owners: If you're tracking business mileage, be sure you're logging your miles throughout the year, not just the annual total. With the IRS mileage rate changing on July 1, your CPA will need your business miles separated between the first and second half of the year.

The midyear change follows an increase in gasoline prices, according to the IRS. It is the first such midyear adjustment since 2022.

07/09/2026

Congratulations to the winner of the custom pet portrait from the recent Frederick Friends of Our County Animal Shelter event! 🐾🎉

As an animal lover, creating this painting was such a fun project. It was my way of sharing one of my favorite hobbies while supporting a great event.

Thank you to everyone who stopped by the AAA Advisory booth and spun the prize wheel. I hope this portrait brings a smile every time you see it. Congratulations again!

07/03/2026

When is the last time you reviewed your insurance coverage? Check out my latest article in the Catoctin Banner Newzine to see if you're on track.

https://aaa-advisory-llc.kit.com/posts/in-this-month-s-financial-column-is-your-insurance-still-working-for-you

06/05/2026

Check out this month's article - The Hidden Cost of Putting off Financial Decisions.

https://aaa-advisory-llc.kit.com/posts/in-this-month-s-financial-column-the-hidden-cost-of-putting-off-financial-decisions

05/28/2026

Join me on June 10th and help support FFOCAS!

Thank you to all of our supporters! We would not have been able to serve our community for ten meaningful years without your support!

We invite you to come celebrate with us at our upcoming Critters on the Catwalk Fashion Show at Warehouse Cinemas where your donation of $25 continues to help every pet at Frederick County Animal Control, Maryland! Enjoy DJ Mally from Wizer Productions, snacks, drinks, and meet some adorable dogs on the runway while seeing the latest looks from local vendors! You can also meet Free Country 99.9 WFRE and 930 WFMD Free Talk!

Ticket link:
https://crittersonthecatwalk2026.eventbrite.com

Just a reminder no outside pets are allowed*

EVERYTHING NEW MARKET & NEIGHBORS❤️💙👇 EVERYTHING FREDERICK (est. 2020) ALL THINGS MIDDLETOWN 🧡🖤🧡 ALL THINGS MIDDLETOWN 🧡🖤🧡

05/26/2026

As Memorial Day weekend wraps up, I keep thinking about what honoring sacrifice really means.

Not just remembering those who fought for our freedoms, but living in a way worthy of that sacrifice.

To stop putting off the things that matter.
To spend time with the people we love.
To help others when we can.
To use our gifts and opportunities intentionally instead of just rushing through life.

That includes being intentional with our finances too, not chasing “more” for the sake of it, but using money as a tool to support the life we truly want to live and the impact we want to have on others.

Freedom is a gift. What we do with it matters. 🇺🇸