A client math problem that I often work on goes something like this: Jeff and Mandy have a baby. Mandy just got a much deserved promotion with a fat raise and is eager to continue building on her career success. …
Thanks to alert reader and social media expert Catherine Tidd for bringing to my attention an article about unusual jobs. Many clients would do anything to retire tomorrow but can’t afford it. Maybe I need to have some handy alternative…
…and anyone else who may deserve a show of gratitude, need a pick-me-up, or merit a congratulations. First of all, I’d like to publicly thank my CPA, Elizabeth Moore of Ryan Gunsauls, O’Donnell, PC. Not only does she put up…
I’ll admit, I’m one of those crazy people who thinks climate change is…a real thing. So, I was wondering what property insurance needs we might be overlooking as our environment, um, evolves. The most obvious to me is that people…
Super short blog this week for a quick tip on how you might find some extra money. And put it in your retirement investments, of course! The National Association of Unclaimed Property Administrators has endorsed a website to help find…
It was suggested that I write an article about the Delta Dental annual report about the average Tooth Fairy payout decreasing in 2023. And I just couldn’t figure out anything to say about it. The a-ha moment I got from…
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
