“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…
Hello, Cart! You seem to be in front of my horse. In looking at my newsletter archives (because I’ve read all of the Agatha Christie mysteries twice and needed something exciting to fill the void), it looks like I’ve addressed…
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…
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 People believe a mash up of rules that include those for selling a rental property or long outdated laws about downsizing as a retiree.…
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) _____________________.…
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