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Coffee & Cash Flow with Desiree

Grab your favorite mug and join me for a casual, quarterly money check-in. I'll share a few timely tax and cash flow tips, then open it up for your questions.

  • Live on Google Meets (link provided after registration)

  • Free to Join

  • Thursdays at 10:30-11:15 a.m EST (Quarterly dates below)

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Q1- February 19, 2026. Cash Flow review- post holiday reset, emergency fund check, and adjusting withholdings

Q2- May 21, 2026. Post Tax Debrief: what this year's return tells you about next year's planning. 

Q3- August 20, 2026. Debt Payoff versus Saving: how to prioritize for the rest of the year

Q4- November 19, 2026. Year-end tax planning: retirement contributions, charitable giving, and open enrollment choices for 2027.

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