Cleaning Out + Emotions = Feeling Overwhelmed One of the blogs that I have gotten the most response from was where I implored people to start cleaning out stuff so their kids don’t have to. Okay, let’s say that proactive wish didn’t come true and now YOU must clean out someone else’s lifetime full…
If you are anything like me, you are still doing your 2017 business planning. Yes, we were supposed to be good little soldiers and start this back in October of 2016, but that doesn’t make it too late to implement ideas to increase our top-line revenue this year. To help us all out, I…
In the last few months I’ve heard from several people, “You seem to be EVERYWHERE on social media. How do you do it?” And I have a simple answer to that question: I hired the right person to handle my marketing efforts. As you all know, I’m a huge advocate of working with experts to…
During the excitement that comes with taking a new job, make sure you don’t forget about the retirement money you socked away in your former employer’s 401(k) plan. “People in their working years tend to switch jobs a lot and can lose touch with their [accounts],” said Kristi Sullivan, a certified financial planner and owner…
I am thrilled be participating in the 5th annual Alliance Foundation fundraising luncheon on September 8th at 11:30 a.m. This milestone year will be celebrated with a special guest speaker, Amelia Earhart (not the missing one, that would be bizarre). Amelia is a 9News reporter and most recently made headlines for flying around the world…
With the unemployment rate improving over the past few years, we’ve seen an increase in job changers. People who were hanging on for dear life before are now looking to see if the grass is greener in other pastures. Here are a few things to think about when you change jobs: Is your retirement…
Last week, we talked about spending down retirement money starting with already-taxed assets, then tax-deferred accounts, and ending with Roth IRAs. This week, we look at spend down Method #2: Tax-deferred (Traditional IRAs, 401(k)s) first, taxable (non-retirement) accounts second, Roth IRAs last. Pros: Spreads the taxes owed on tax-deferred accounts out over a longer period…
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