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…
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…
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…
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…
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…