Do you fantasize about someone paying your bills and keeping you organized with your money and budget? Are you exhausted trying to assist an aging parent with keeping up on their finances? Are you one of many adults who struggle…
I get an e-newsletter by a smart financial advisor named Jay Mooreland. His focus is not on beating the markets or beating our clients into submission about saving enough. It’s about recognizing how our brains work, often contrary to our…
This week I’m excited to feature a real estate expert with an interesting twist. Libby Earthman helps homeowners in various phases of life from first time home buyers to senior downsizers. She takes particular care with clients who have issues…
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…
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