Fall is here and while it’s many people’s favorite season, don’t let the cooler weather distract you from protecting your money. Here are some popular financial scams being perpetrated this year: IRS Scam Someone from the IRS calls you and claims you owe income tax. If you don’t pay immediately, you will be arrested…
Football season is in full swing. Since I will have no contact with my husband until February, I now have plenty of time to write blogs! I’ve often thought there would be no worse job in the world than financial planner to professional athletes (or Johnny Depp). Young people surrounded by moochers and hangers-on…
What are you reading? I like my personal finance books like I like learning about history: through the lens of people’s experiences and emotions. Fewer numbers, more laughing and crying, please! Not that the technical stuff isn’t important, but that might be easier to learn (and more applicable to your situation) from your CPA…
Is college for everyone? In the last of my August series on education, I wanted to look at some alternatives to the traditional university path. After all, at an average cost (tuition plus room and board) of $25,000/year for public in-state or $50,000/year for private schools, you may be questioning your will or ability…
The Alliance Foundation I am proud to be a part of the Alliance Foundation whose mission is to help women become economically empowered so they may move themselves out of poverty, homelessness, abuse, or addiction. The Alliance Foundation funds three efforts: College scholarships for 3 Denver women in their Junior and Senior years…
Back-to-school is in the air, so let’s stay with last week’s theme of education. Many people struggle mid-career with the question of whether to further their education. They may be asking, “Am I being held back for my lack of a Masters’ degree?” or, “Would having a PhD under my belt make me more in-demand?”…
Clearly, once I have a theme, I can’t let go. It’s back-to-school month and that could make some of us feel guilty about the lack of savings we’ve done for our kids’ college. What’s holding you back? Maybe by clearing up a few misunderstandings about college savings, it will motivate you to start a 529…
If you’re thinking about retiring, but not sure if it’s the right time, you’re not alone. In this article from Investopedia, 6 Signs You Are OK to Retire, I offered this advice: From Investopedia This may seem like a no-brainer, but many soon-to-be retirees simply forget to crunch the numbers. Before you ditch…
Last week, I talked about the fear that financial planners have of being shoved out of our careers by robo-advisers. This is kind of funny because the other gloom and doom projection for my industry is that we are woefully short of financial planners. So, which is it? Let’s take a look. According to an…
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