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 People believe a mash up of rules that include those for selling a rental property or long outdated laws about downsizing as a retiree.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…
Sure, you are probably looking more for stocking stuffers than a mountain chalet right now. But, if the onset of ski season has you hankering for a refuge from Saturday morning gridlock, read on for a fast list of what’s good and not-so-good about owning a vacation home. Pros A place to create family memories…
As you are deciding who is bringing what to the Thanksgiving feast, here is an easy, delicious take on sweet potatoes that you can volunteer to bring. This recipe is from my grandmother, Hope Mouton, and has some slightly vague measurements. It’s impossible to screw up this combo of ingredients, so feel free to get…
Get your minds out of the marijuana plant. I’m not talking about that type of rolling. Rather, the pros and cons of rolling your old 401k/403b plans into a Rollover IRA. Generally, I say YES, you should move money out of an old employer’s plan into a retirement account in your own name as soon…
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