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…
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…
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…
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…
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…
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…
Can you feel it? Tax season is coming. I spent the majority of my workday yesterday organizing our preparation questionnaires so we can get to work shortly after the filing…
On Tuesday, I gave some tips on improving your finances in 2015 by making simple changes to your retirement account. These solutions are also accessible to those of you who…
Happy Tuesday! I hope that you all had a wonderful holiday. The new year brings with it new resolutions. And if you’re like most people, improving your finances appears at…
On Tuesday, I reviewed the different types of health insurance plans offered in the marketplace. However, you need to pay particular attention to four important expenses when determining what plan…
Happy Tuesday! We are heading into the homestretch of the holidays. I love this time of year – holiday parties, spending time with my family, and reflection on the year…