The Tax Loophole that Can Provide Big Savings for Illinois Same-Sex Couples
I got a really interesting case last week that has shed some light on a little known rule for same-sex couples who get married in Illinois. Even more intriguing is…
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Helping You Understand and Improve Your Business
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Three Guidelines for Picking a Great Financial Advisor
At the end of last week, my friend and advisee Shannon Downey paid off the first big loan in her debt snowball. Amid the many well deserved congratulations and praises… -
8 Simple Rules For Choosing Assets for Your Investment Portfolio
On Tuesday I reviewed John Bogle’s take on simple investing in his book Common Sense on Mutual Funds. He suggests purchasing low-cost, index funds and even thinks you can cover… -
Investing Is Simpler Than You Think
Happy Tuesday! I hope you all had a great holiday weekend. I certainly did. Part of what I love about having extra leisure time and a long car trip is… -
Five Things I’m Thankful For This Thanksgiving
Let me start by saying, I can’t believe it’s almost Thanksgiving. It seems like a few weeks ago that I was writing about resolutions for 2014. Now 2015 is on… -
What is an HSA and should I use it?
Happy Tuesday! I received another great reader question that couldn’t be more timely. With a lot of open enrollments going on right now (Healthcare.gov just opened over the weekend), the… -
Why You Should Spend Your Money!
Over the past long weekend, my friend Kim, Ben, and I completed our annual Octoberween get together (albeit a week into November). We had an amazing time here in the… -
Why You Shouldn’t Borrow Money From a Family Member
Another interesting question came up in my discussion with my friend about buying her first home: “Should I borrow the money for our down payment from my in-laws?” Asking this… -
Three Takeaways from the 6th Circuit’s Decision to Uphold Same-Sex Marriage Bans
Pretty big news out of the 6th Circuit yesterday. The Court of Appeals, in a 2-1 decision, reversed the lower courts’ determination that the same-sex marriage bans in Michigan, Ohio,… -
A Quick Reference Guide for First-Time Home Buyers
I recently received a series of very excited reader questions about buying a house. One of my friends and her husband decided that it was time for them to seriously… -
Three Alternatives to Long Term Care Insurance
As I mentioned on Tuesday, long-term care insurance may not suit everyone. The premiums may be too high or you may not even qualify. Some critics argue that the 90-day… -
Why You Need Long-Term Care Insurance
While Ben and I were watching an episode of CBS Sunday morning, he said he had a reader question. It was a little weird for him to ask a question… -
Two Simple Reasons Why You Should Read Brian Thompson Financial
In all of the effort of redesigning my site, increasing my social media presence, and making my content as accessible as possible, I had to stop an ask myself, “why…