Some people think New Year’s Resolutions are lame. Others find them terrifying. I, being an Upholder (from The Four Tendencies – read it already!) cannot help but make resolutions when society tells me I’m supposed to. If you are in…
If one of your 2022 resolutions (more on those next week) is to focus on your physical health, your financially healthy choices may help. Health Savings Accounts (available to those participating in an H.S.A Qualified High Deductible health insurance plan)…
“Santa Claus has the right idea. Visit people once a year.”—Victor Borge. “Christmas is a baby shower that went totally overboard.”—Andy Borowitz. “A Hanukkah miracle would be feeling confident that you spelled Hanukkah correctly” – anonymous “Most…
For some reason, people tend to wait until just before year-end to do their big charitable gifts. I’m no different, but I wish I were. I guess it goes along with tax planning and maybe not knowing your financial situation…
Just in time for holiday shopping, I want to discuss a new term I’ve learned: Exceptional Accounting. Thanks to an interesting podcast by Dr. Katy Milkman titled Expect the Unexpected, I now have a name for when people tell me…
You might think that after 26 years in financial services I would know everything there is to know about personal finance. Just kidding, of course you don’t think that and neither do I. That’s why I try to attend the…
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