How Redesigning Receipts Could Help Your Finances
A good friend, who works as an experience designer, had a recent idea about changing the design of receipts to help consumers better understand how much they spend. This year,…
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Helping You Understand and Improve Your Business
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Why Ben and I Met with a Financial Advisor
I never thought that I would get so much flack for doing what I advise people to do all of the time – see a financial planner. When I first… -
Reader Question: Should We File Our Taxes Jointly or Separately?
A few readers have recently asked about the advantages and disadvantages of filing Married Filing Jointly (MFJ) and Married Filing Separately (MFS). This distinction has become especially important for all… -
Demystifying the Premium Tax Credit
Last week, I gave an overview of how Obamacare will affect your tax return this year. As a reminder, not much will change for the majority of us. But thoseof… -
Understanding How Obamacare Affects Your Tax Return
I can feel the tax tension rising at work. Our clients’ tax preparation questionnaires are flowing in, and we’ve started planning how to ensure we have everything done by the… -
Why You Should Play the Lottery
The Powerball jackpot reached $500 million this week and my guess is you weren’t one of the three tickets that won. But that doesn’t mean that you should feel like… -
Four Takeaways from Alabama’s Marriage Equality Case
More exciting marriage equality news out of the Supreme Court yesterday. The Court denied Alabama’s request to stay same-sex marriages that were to begin on Monday due to the January… -
My Love Letter to Suze Orman
Many of you have likely heard that Suze Orman will end her show on CNBC on March 28th. Those that know me, tease me about my love for her. In… -
What is an ETF?
Last week I took a mutual fund class to finish up my CFP® Continuing Education requirement. While reading over the materials, I realized that I’ve never talked about ETFs on… -
A Guide to Government Agencies and Your Federal Marriage Rights
With all of the recent buzz around gay marriage and the prospect of full marriage equality this year, I wanted to repost my guide to federal marriage rights to highlight… -
What I’ve Learned from Being in The New York Times
This past weekend, my husband and I had the incredible honor of having our story told in The New York Times. The loving responses from our family, friends, and even… -
Is it Time For Full Marriage Equality?
Huge news out of the Supreme Court on Friday. It has agreed to take on the constitutionality of same-sex marriage bans. And with its decision, the Court could establish full… -
The Secret to Getting Around Roth IRA Income Limits
On Wednesday, I gave some options for a client who was over the Roth IRA income limits but had already contributed to his account. Despite the income limits to the…