Happy New Year! In December I veered off in all sorts of random directions with the blog. Between year-end to-dos and general revelry, I got way off task with the decoding financial jargon goal. So, back to work we go.…
Happy New Year! In my financial planning business, I work with three distinct groups: Those who are just starting out in their professional and investing lives (ages 25-30) People who are building careers, families, and savings portfolios (30s – 50s)…
“Santa Claus has the right idea. Visit people only once a year.” ―Victor Borge Once again, we come to the Holiday Season, a deeply religious time that each of us observes, in his own way, by going to the…
A financial planner telling you how to spend MORE money over the holidays? What madness is this? Well, I’ve about read my fill of articles telling me to make a list and check it twice before double buying gifts for…
Second in a 2-Part Series In part one you have madly scrambled to increase your retirement plan savings and sign up for your Flexible Spending Account during the last milliseconds of open enrollment. Now, let’s talk about the other 3 items…
First in a 2-part Series Sorry folks, but your year-end madness is not limited to covering your house with decorations a la Clark Griswold or fighting the mongrel hordes at the mall. There are some financial items that need your…
