The Life Lesson Learned from The Marvelous Mrs. Maisel
I’ve written about the struggles of taking “real” vacations many times. Unfortunately, I have many clients who seem afraid to...
Tax Refund: Money You Don’t Want
It’s that season again. I’m talking about Tax Return season. If you’re like me, you frantically gather all those tax...
To Lump Sum or Not To Lump Sum {The Big Pension Debate}
Whether retiring soon, or you got a letter from an old employer, many are forced to make “the big pension...
The Downsizing Myth
Is downsizing just a myth? Many people in retirement upsize, "rightsize" or make no change at all.
2018: Year in Review
Well 2018 is officially in the record books! It came in like a lamb and left like a lion as...
Stop Procrastinating: 8 Actionable Items for 2019
As we start on this brand, New Year, I wanted to ask you: are there things you should be getting...
Top 10 Financial Tip Blogs of 2018
Another year of financial blogging in the books. Hooray! Writing never was something I considered myself very good at in my...
10 End of Year Planning Tips
With yearend upon us, life can get quite hectic. We’ve got vacations, holidays, and quality family time to juggle. While...
Donor Advised Funds: A Great Tax Planning Tool for the Charitably Inclined
With the end of the year quickly approaching, and as most people are starting to look for end of year...
So You’re Married! Now That You’ve Said, “I do”, How Will You Handle Your Joint Finances?
When I got married , the question everyone asked was, “does it feel different?” At first, I’d shrug, laugh it...
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