How to Get and Stay Organized
January is fundamentals month at BTF. I’m reviewing some central principles that will help you stay on top of your 2017 financial planning resolutions. Last week, I discussed three overarching…
Blog
Helping You Understand and Improve Your Business
-
-
Three Tools to Help You Stick to Your 2017 Financial Planning Resolutions
Happy New Year everyone! I hope the start of your 2017 has been fantastic. This is my first week in work mode, after spending some extra time hanging out with… -
Enjoy the Holiday Season!
Happy Holidays everyone! The holiday season is my favorite time of year. And because of that, I’m taking a break from blogging for the rest of 2016 in order to enjoy… -
Making the Most Out of Your Holiday-Season Giving
The holidays are by far my favorite time of the year. From Thanksgiving to New Year’s, I relish getting to take some vacation from the daily grind, spend time with… -
Important Takeaways from the Betterment LGBT Wealth Management Panel
This past week, I had the pleasure of speaking on a LGBT Wealth Management Panel for Betterment, one of the country’s leading robo-advisors. We addressed a lot of financial issues… -
Beyond Adoption: The Costs of Expanding Your Family
At the beginning of the month, I covered the costs and important things to know about adopting a child. However, I received additional questions about costs related to starting your… -
Happy Thanksgiving!
Happy Thanksgiving! Can’t believe this is the third Thanksgiving for my blog. Time has flown by. As always, I want to share what I’m thankful for. It’s been quite the… -
How to Choose the Best Health Insurance Plan for You
Like many of you, Ben and I are going through open enrollment right now. Our current insurance carrier is no longer an option under Ben’s employer, so we have to… -
Take a Breath…Again
Well, how are you feeling? I got my first “what should I do with my money” question last night, as it became clear Trump had an advantage and futures on… -
Five Things You Need to Know When Preparing to Adopt
For the past 21 years, November has been recognized as National Adoption Month. The month is used to promote awareness of the need for adoptive families for children in foster… -
Why am I so scared to plan for my future?
“I know I should be doing something, but I don’t know where to start.” “We often set financial dates, but we end up putting it off.” “I feel like I’m… -
I need a new vehicle. Should I buy new, used or lease?
I’ve recently received several questions about dos and don’ts when purchasing a car. It seems the fall has brought out the car-buying bug in some people. I’ve already written a… -
Last Minute Tips For Monday’s Tax Return Extension Deadline
The deadline is here! Monday October 17th, 2016 is the last day for the millions of people that filed an extension last April to complete their 2015 tax return (with…