Financial Peace of MindTurn Your Financial Stress Into Financial Confidence
Sometimes your finances feel out of control – and you don’t even know where to start. Let Michele offer you judgment-free help to turn your financial stress into financial security – so you can use your money to create the life you want.
Whether you need support managing your personal or business finances – or both – I can help. We’ll work together in a collaborative way to increase your financial comfort and security, empowering you to build a solid financial future.
CPA, Financial Coach
Michele Cagan focuses on helping women take control of their personal and business finances, overcome financial anxiety, and achieve lasting financial peace of mind — while building sustainable wealth.
“Our company was SORELY in need of book cleanup and we interviewed several CPAs. When we finally contacted Michele, we knew right away that she was the CPA for us. Her email follow up is impeccable, her level of transparency is refreshing (important characteristic when dealing with money) and she is kind. If you are looking for a CPA who will walk with you through your financial process, Michele is the one.“
Books & Publications
Want to get started right away? Use these resources to take charge…
If you’re looking for Financial Recovery Workbook downloads, you can find them here.
Financial Recovery Workbook
A Step-by-Step Plan for Regaining Control of Your Money and Your Life During and after a Personal Financial Crisis.
From 401(k) Plans and Social Security Benefits to Asset Management and Medical Insurance, Your Complete Guide to Preparing for the Future You Want
From Stocks and Bonds to ETFs and IPOs, an Essential Primer on Building a Profitable Portfolio
Real Estate Investing 101
From Finding Properties and Securing Mortgage Terms to REITs and Flipping Houses, an Essential Primer on How to Make Money with Real Estate
From the Blog
7 Ways Financial Anxiety Can Trap You In a Constant Downward Spiral
Have you ever sat there, staring at your bills, and just felt utterly overwhelmed and stressed out, even though you know you have plenty of money in the bank to pay them? Or perhaps you feel incredibly guilty for spending money on anything “extra” that you don’t...
How to Make Estimated Tax Payments and Avoid IRS Penalties
So many people – especially newly divorced single moms and first-time freelancers – end up in tax trouble for one common reason: They don't realize they need to make estimated tax payments. So if you: Started a business Have a side gig Got unemployment Work from...
How to Design Your Retirement Portfolio at Any Age
Please Note: This article contains affiliate links. If you click on those links, I may receive compensation. What are the best investments for your retirement portfolio? That depends mainly on how much time you have until you want to retire – your time...
How to Manage Your Financial Anxiety During a Banking Crisis
Bank failures have been splattered all over the news. And even if you don't struggle with financial anxiety, you might be worried about how safe your money is in the bank right now. And it's not just that we need to worry about, unfortunately. The lurking banking...
Tax FAQ for Tax Year 2022
Q. How can I tell whether I should take the standard deduction or itemize my deductions? A. If your itemized deductions will be more than your standard deduction, itemize away! Of course, with higher standard deductions, fewer people than ever are itemizing. But that...
5 Simple Steps for Crisis Budgeting That Will Help You Survive a Financial Emergency
A financial crisis can hit at any time. And unfortunately, most people aren’t prepared for the very serious changes that can happen in their lives when one does. To be honest, creating a “crisis budget” is not on top of anyone’s to-do list, especially when you’re...