For some reason, people tend to wait until just before year-end to do their big charitable gifts. I’m no different, but I wish I were. I guess it goes along with tax planning and maybe not knowing your financial situation as well in July. Anyway, if you are about to do some gifting to…
But the decision to focus on saving for a house before you pay off your student loans is one you should make in the context of your total financial life. Two to three financial goals are the most anyone can work on at one time. CLICK HERE FOR THE FULL ARTICLE
Just in time for holiday shopping, I want to discuss a new term I’ve learned: Exceptional Accounting. Thanks to an interesting podcast by Dr. Katy Milkman titled Expect the Unexpected, I now have a name for when people tell me they only spend $5,000/month except in months where they have to buy their ski pass…
You might think that after 26 years in financial services I would know everything there is to know about personal finance. Just kidding, of course you don’t think that and neither do I. That’s why I try to attend the Colorado Financial Planning Association’s Symposium every year. Yes, a day of thrilling classes about…
The bad news: Financial advisors are not one-size fits all, so it takes a few calls to find the right one for you. You may not need the same financial advice for all the phases of your life. So, if you find that perfect advisor, be prepared that you may change in the future. …
“Remember, the physical guardian of your kids doesn’t have to be the same person as the monetary guardian…It doesn’t have to be the same person handling the emotional and financial well-being of the minor children.” CLICK HERE FOR THE FULL ARTICLE
How much is too much time? No, I’m not talking about time on the Earth. More like free time all by yourself. Thanks to alert reader and fellow financial planner Cameron Morgan, we have an answer! Cameron kindly sent me this article from The Guardian. In the article it states that free time,…
Once again, the rumors of a pumpkin shortage have been proven false. Whew! Now, if only I could find Topo Chico mineral water consistently. What to do with your prized Libby can this holiday season? Want to be more original than pie? Bring this delicious (very rich) Pumpkin Cauliflower Gratin to any gathering and…
Ahhh, Halloween, the funniest holiday of the year. Well at least according to these people. “Halloween was confusing. All my life my parents said, ‘Never take candy from strangers.’ And then they dressed me up and said, ‘Go beg for it.’ I didn’t know what to do! I’d knock on people’s doors and go,…
“…but rather the inadequate life.” This quote by Bertolt Brecht may bring comfort or possibly a sense of urgency to get off the couch and get things done. But what about that scary transition between the adequate life and death? To help us along this path, a profession is out there called End-of-Life Doula and…
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