Your 2018 Financial Checklist
I’m a huge fan of checklists when it comes to accomplishing your goals. They offer clear guidance on what you need to do to achieve your goals and provide motivation…
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Helping You Understand and Improve Your Business
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7 Common Questions About Emergency Funds
Layoffs, medical emergencies, unexpected home or car repairs — life has a way of throwing expensive surprises at us. You never know what’s around the corner, so it makes sense… -
Adopting the Bucket Budget
What was your New Year’s Resolution? Losing five pounds? Cutting down on the alcohol? Reading more books? Or did you decide to get your budget under control? I can’t help… -
12 Financial Tasks for the 12 Months of 2018
Happy New Year! I hope you are relaxed and rejuvenated by the holidays. I feel rested and ready for 2018 after two weeks off. I love the clean slate the… -
What You Need to Know About Tax Reform: Best Reads
It appears we are on the cusp of major tax reform. This week, Congress passed the “final” GOP tax bill and President Trumped signed it into law on Friday. I’ve read countless articles… -
Understanding the Alternative Minimum Tax
Congress is hard at work right now revising the tax code, a process that has added a great deal of uncertainty to year-end tax planning. I’ve heard from a number… -
How to Use Your Money Anxiety to Your Advantage
Another busy news cycle last week. Some of the biggest news coming from the Senate and the passing of its income tax bill (albeit in the middle of the night… -
Beyond Adoption: The Cost of Expanding Your Family
We’ve spent much of November talking about adoption in honor of National Adoption Month. By now you should have a good handle on how the process works and what it… -
Happy Thanksgiving!
Happy Thanksgiving! I absolutely love this time of year. For me, Thanksgiving marks the beginning of several weeks of joy, cheer and family celebration that remind me of how lucky… -
How to Prepare Financially for Adoption
Congratulations. You’ve decided to adopt a child. Now how are you going to pay for it? In honor of National Adoption Month, I’ve covered the importance of adoption and how… -
Your Itemized Deductions under the House Proposed Tax Changes
The House of Representative unveiled its tax reform legislation, the Tax Cuts and Jobs Act (TCJA), last week, setting off a barrage of articles, analysis and social media posts. The… -
Happy National Adoption Month!
November was named National Adoption Month 22 years ago, and ever since, this month has been a time to promote awareness of the need for adoptive families for children in… -
Cafeteria Plans 101
This week, I’ll wrap up my posts on open enrollment. We’ve already talked about how to make the most out of your plan and identified which supplements you should make…