Financial To-Do List
With a thousand things to do and limited energy, how do you know which to do first? In my personal life, at times it seems like I am a professional juggler. Like most women I know, I juggle the work-family balance, laundry, paying bills, feeding the family, reviewing bank and retirement statements, watering the plants, […]
2021 Vision for a New Year
Hindsight is defined by Merriam-Webster as the full knowledge and complete understanding that one has about an event only after it has happened. After experiencing a year filled with adversity and unexpected challenges, we are all hoping to bring that hindsight into focus as we move into 2021. The global pandemic known as COVID-19 has […]
Some Traditions Need to be Broken
The holidays are officially upon us and with a house full of young kids that can only mean one thing: time to start planning. If your family is anything like mine, planning for Thanksgiving doesn’t start the week of. Even though there’s a pretty set standard of how the day will go, there’s been an […]
Women & Finance – Making Your Early Years Count
“When you’re young you have time and energy but no money. When you get older you have money and energy but no time. And later when you finally have time and money, you no longer have energy.” – Anonymous During our early adulthood, prior to or at the start of entering the working world, we […]
Women and Challenging Financial Issues
As a woman I sometimes find myself not wanting to bother with financial planning, insurance, and tax returns, just to name a few financial issues. I am married to a CPA, CFP® professional so this makes it is easy for me to not get in the weeds on these matters. However, I know I need […]
What Retirement Vehicle is Best?
Chances are that you are familiar with the process of choosing the right vehicle for you. For some, a large truck bed used for hauling heavy equipment is necessary. For others, it’s spacious seating for the family. I currently own a 2005 Blue Chevy Corvette. V8 engine, 400 horsepower, and 0-60 in 4.1 seconds. While […]
Legacy Planning – Protect What Matters Most
You have worked hard over the years to accumulate wealth, and would probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you. But to ensure that your legacy reaches your […]
Estate Planning – Not Just for the One Percent
When you hear the words “estate planning”, your reaction may be that it’s only for millionaires and billionaires. This could not be further from the truth. Estate planning is the process of settling your affairs after you are gone to ensure assets pass to whomever you desire in an efficient manner. While most of us […]
Tax Planning – Anything but Certain
“In this world, nothing can be said to be certain, except death and taxes.” We have all probably heard this quote by Benjamin Franklin multiple times in our lives. It is certain we will all eventually die and continue to pay taxes, but by engaging in effective tax planning, we can manage and potentially avoid […]
Opportunities in the Midst of the Coronavirus Crisis
It seems like every newspaper article, news release, and social media post over the past weeks has been related to the spread of COVID-19, the coronavirus that is now making its way through the US and other countries of the world. The coronavirus has brought the stock market down at an historic rate, from a […]