Five Financial Tasks to Complete Before You Have Your Child
My friends and coworkers like to joke that I hate kids. They tease me because whenever anyone asks if Ben and I are going to have children, the answer is…
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Helping You Understand and Improve Your Business
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What You Need to Know About Investing in a Taxable Account
My friend’s experience purchasing life insurance really struck a nerve with me. It seems very deceptive to 1) compare the returns of a taxable account with a tax-deferred account when… -
Why You Should Be Wary of Those Permanent Insurance Illustrations
I had an experience last week that helped solidify my stance in the permanent versus term insurance debate. One of my friends was getting a new life insurance policy. She… -
Five Ways to Get the Most Out of Your 529 Plan
As a follow up to my overview of 529 plans, I want to offer five tips to make sure you’re getting the most out of your accounts. 1. Sign Up… -
Reader Question: Can You Help Me Understand My 529 Plan?
I love sharing useful information. My adrenaline spikes every time a friend asks me about investing, a client needs to know the best approach for tackling her debt, or I… -
Five Situations When it Pays to Get Married
The oral arguments this week in Obergefell v. Hodges caused me to reflect on the importance of marriage equality. As the lawyers for the plaintiffs argued, the right to marry… -
How We Arrived at Today’s Important Supreme Court Case
Big day today for marriage equality. The Supreme Court will hear oral arguments in the four consolidated cases from the U.S. Court of Appeals in the Sixth Circuit. Right now,… -
The Simple Step You Should Take to Improve Your Health and Wealth
In my effort to rejuvenate my mind and body this week, I’ve made sure to get to the gym right after work, took in a concert with my husband, and… -
Three Strategies to Help Achieve Work Life Balance
Tax season part one is over! As you may have noticed, I took Friday off from blogging (and from work) to do some things that I love – sleeping in,… -
How to File an Extension with the IRS
Two days left! You only have today and tomorrow to file your income tax return before the IRS’ first filing deadline. Luckily, you can get more time, if you know… -
Personal Tax Deductions You Shouldn’t Miss
On Tuesday, I offered three types of deductions that make life a little easier for the self-employed. I also want to offer some tax-saving tips for you wage earners who… -
Three Tax Deductions that Make Life Easier for Schedule C Filers
I encounter a lot of Schedule C filers in my practice. These are the people that in some way work for themselves. The self employed have a lot to deal… -
The Secrets to a Successful Car Purchase
As I said in my previous post, you should be excited about how the tides have turned in your favor when it comes to buying a car. Today I want…