A wise traveler told me that a true geek resides at the intersection of Intelligence and Obsession. We’re smart people, and we direct that intelligence toward passionately-pursued interests. My passion is Financial Life Planning…and I want you to be the beneficiary!
- Taxes
Parents and teachers, I have some tips this month to help you squeeze the most out of your kiddie budget. Read on for information about child tax credits, the Kiddie Tax, day camp tax deductions, and a write-off for school supplies. [...]
“Budget.” It should have been a four-letter word but somehow it ended up with six. This is most people’s least-favorite part of a financial plan, but some kind of spending plan can be really useful. Read on for tips, tools, and hacks. [...]
- Wildcard
Not all of my posts will be financial. Read on for a funny, true story with a moral. [...]
- Taxes
A quick summary of the tax law changes from 2018. You may have noticed some differences! [...]
- Kids
I have a kid. How can I start saving for college? [...]
- Legal
Why do I need a will? Read on to find out…You don’t just need a will, you need a Healthcare Power of Attorney, Legal/Financial Power of Attorney, and Living Will! And yes, it pays to hire a professional estate planning attorney for a critical job like this. [...]
Last time I went through the basics of what 401(k) plans are and how they work. This time, I’ll be focusing on how to evaluate the investments available in your plan. [...]
I’ve been working on an educational blog and thinking about topics which would serve my younger readers. One of the questions I get a lot is how 401(k)s work and how to choose the investments. [...]
What do you think, feel, and believe about money? Some folks in the psychological community call these thoughts, feelings, and beliefs Money Scripts. These Scripts are handed down through the generations and we generally learn them as kids. Often, we’re not even aware of them and couldn’t articulate them if we tried. [...]
I was invited to speak to a group of women at an event called “Cocktails and Conversations” in January of 2019. I considered a lot of different ideas for topics and finally settled on “How to Get Your Financial &*^% Together.” In January, our thoughts tend to turn to the things we’d like to improve in our lives, and financial [...]