“Because what are finances, really, besides an ongoing series of personal decisions?” ~ Quote from Team Lemonade. I love this concept because it reminds us that money isn’t just numbers. It’s a means to create a life that expresses our values and priorities. You loved that your partner introduced fun and spontaneity into your…
No, not religions, although after the holidays spent with warring family factions, some people do question their faith. Last week, I explained the basics of Roth conversions. For a little more detail, here are some pros and cons making this transaction. Pros Tax Free Withdrawals in Retirement: The big news when Roth IRAs were invented…
Hello, Cart! You seem to be in front of my horse. In looking at my newsletter archives (because I’ve read all of the Agatha Christie mysteries twice and needed something exciting to fill the void), it looks like I’ve addressed some specifics about Roth conversions in past blogs, but never talked about the basics. First,…
For you Rebel Tendencies out there who don’t believe in New Year’s Resolutions or To-Do lists, or people telling you when and how to set goals, you can skip this blog and go back to breaking all the rules. For the rest of us, January often feels like a good time to assess where we…
Or is it? I hear a lot of confusion around taxes upon selling a primary residence. People believe a mash up of rules that include those for selling a rental property or long outdated laws about downsizing as a retiree. It’s fairly straightforward (as IRS rules go). If you are single, the first $250,000…
If conversation should get slow (or political), use this handy holiday Mad Libs to lighten up the atmosphere. Holiday Mad Libs Each year my family and I (verb) _________________ to our grandparents’ (noun) ___________________to celebrate (name of holiday) _____________________. The weather can sometimes be (adjective) ________________________, so we start out early. We love to…
Who wants to think about saving more for retirement during the fun of holiday shopping? You do! The IRS, that go-to fun squad for gifts that keep on giving, has adjusted the maximum for retirement savings in 2024. The time to get your percentages and autopayments adjusted is now! Here is what is in…
Today, I’m happy to turn the blog over to Tam John, a nutritionist who specializes in Personalized Functional Nutritional Therapy to balance your blood sugar naturally with food. Take it away Tam! Don’t let the fluff of the holiday gatherings’ food in all their overly sweet and processed disguises leave you feeling off and out…
Your eating won’t be light today, so the blog content is. Enjoy a quick laugh and best wishes from me for a joyful Thanksgiving. “May your stuffing be tasty. May your turkey be plump. May your potatoes and gravy have nary a lump. May your yams be delicious and your pies take the prize,…
You can picture it now: Gathered around the warm fire, drinking hot chocolate with your grandkids, everyone’s cheeks red from a lovely day of skiing. Or maybe gathered around the barbque on your deck overlooking the Gulf of Mexico, watching the grandchildren make sandcastles, everyone’s cheeks red from sunburn. Either way, you have a vision…
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