A client math problem that I often work on goes something like this: Jeff and Mandy have a baby. Mandy just got a much deserved promotion with a fat raise and is eager to continue building on her career success. Jeff would be happy to stay home and take care of sweet baby Slayer (Jeff…
Thanks to alert reader and social media expert Catherine Tidd for bringing to my attention an article about unusual jobs. Many clients would do anything to retire tomorrow but can’t afford it. Maybe I need to have some handy alternative careers ready. In some cases, it’s much better to make less money at work you…
…and anyone else who may deserve a show of gratitude, need a pick-me-up, or merit a congratulations. First of all, I’d like to publicly thank my CPA, Elizabeth Moore of Ryan Gunsauls, O’Donnell, PC. Not only does she put up with my chronically late information submissions, but there is also no one I’d rather have…
I’ll admit, I’m one of those crazy people who thinks climate change is…a real thing. So, I was wondering what property insurance needs we might be overlooking as our environment, um, evolves. The most obvious to me is that people who didn’t need flood insurance before may need it now. As temps rise, the amount…
Super short blog this week for a quick tip on how you might find some extra money. And put it in your retirement investments, of course! The National Association of Unclaimed Property Administrators has endorsed a website to help find missing assets. It might be inactive brokerage accounts, uncashed checks from corporations/banks/insurance companies/municipalities, or unclaimed…
It was suggested that I write an article about the Delta Dental annual report about the average Tooth Fairy payout decreasing in 2023. And I just couldn’t figure out anything to say about it. The a-ha moment I got from USA Today article discussing the report is that people actually try to extrapolate serious economic…
You know I love a guest interview to break up the monotony of relentless financial topics. This month, I’m thrilled to feature Devon DeLong of Landscape Connection. Devon has some quick tips for perking up your garden with plants that thrive in Colorado. Kristi: Is it true that you can’t plant in Colorado before…
Short blog today! Here are four fun facts about Social Security. Average SS benefit in 2023 was $1,907 for people filing at Full Retirement Age Highest SS benefit in 2024 for people filing at Full Retirement Age is $3,822 You lose a little over .5% per month of your full retirement age benefit for each…
Do you fantasize about someone paying your bills and keeping you organized with your money and budget? Are you exhausted trying to assist an aging parent with keeping up on their finances? Are you one of many adults who struggle with money due to a neurological processing difference? Good news! Hiring out the chore of…
I get an e-newsletter by a smart financial advisor named Jay Mooreland. His focus is not on beating the markets or beating our clients into submission about saving enough. It’s about recognizing how our brains work, often contrary to our best interests, to sabotage our progress in personal finance. Jay recently addressed a Wall Street…
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