In last week’s blog, I gave a VERY short and mostly incomplete summary of tax benefits that we have enjoyed since the passing of the Tax Cuts and Jobs Act of 2017. These changes are set to return to pre-2017…
Ahhh, sunsets. The word conjures beauty, peace, and signals that it’s time to rest after a busy day. Unless you are a CPA. For those poor suckers, sunsets have them stressing over – eeeek – changing tax laws. Specifically, the…
Maybe on Valentine’s Day you made a loving commitment to take your relationship to the next level. Could be engagement, buying a house together, or sharing an abode. The more you commit to a person, the more you commit to…
It’s not all boring finance around here! Enjoy a festive drink idea in honor of St. Valentine. Cocktail – Love Potion Martini Ingredients: 2 oz vodka 1 oz raspberry liqueur ½ oz fresh lemon juice ½ oz simple syrup…
“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…
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…
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
