Wealth Technologist • Finance + Technology

Hello! I'm Rochelle, a Wealth Technologist focused on the use of technology in wealth management and personal finance. I have over 12 years of experience as a small business owner, technology consultant, and real estate investor. I'm an advocate for economic empowerment, including generating long-term wealth, through the improved leveraging of technology.
Business Strategy
5 Simple Ways to Secure Your Small Business Documents

5 Simple Ways to Secure Your Small Business Documents

No matter how big or small your small business may be, there are critical documents that all business owners need to secure.

Small Business Ready for Tax Season

3 Tips to Get Your Small Business Ready for Tax Season

Getting an early start to your taxes can help you minimize your tax burden and avoid the end of the year scramble.

Thinking About Buying an Existing Business?

Thinking About Buying an Existing Business? Do Your Research!

For potential entrepreneurs, buying an existing business may be the best way to get started quickly by skipping most of the startup work.

Tax-Deductible Advertising Expenses for Your Business

Advertising your business can cost big money – the IRS recognizes these business expenses and may allow you to deduct the cost on your taxes.

Personal Finance

Auto Insurance 101: Basics You Should Know

Making sure that your vehicle, family, and assets are covered should be a key factor in selecting which policy and coverage work best for you.

Saving for College with a 529 Plan

A 529 plan is a tax-advantaged savings plan designed to help save for future education expenses.

5 Creative Ways to Avoid Holiday Debt

Five ways to plan ahead to prevent splurging, save money, and avoid acquiring more debt this holiday season.

7 Ways to Minimize Your Monthly Expenses

7 Ways to Minimize Your Monthly Expenses

One of the key steps to taking control of your finances is to figure out how to minimize your monthly expenses.