If you are like many of us, you are breathing a huge sigh of relief that the last pesky K-1 came in and you have sent all the tax documents to your accountant. Or, if you “do-it-yourself,” you have wrangled with your tax software to the point where you have no error alerts. Yay! No […]
Millions of women all over the world took to the streets on January 21st to stand up for what they believe in. The energy of the Women’s March was contagious, and it was thrilling to be a part of the sea of knitted pink hats and hand-made signs with clever slogans such as: “Tweet women […]
You may be one of the many Baby Boomers or Gen-Xers who have received an inheritance or will in the not too distant future. It has been documented that the wealth transfer from the “Greatest Generation” to their heirs will total $14 trillion. If you’ll be receiving an inheritance, it pays to prepare yourself, as no money […]
The “fiscal cliff” and “taxageddon” refer to a convergence of fiscal events (or government spending and tax policies that influence the economy) slated to occur almost simultaneously at the end of 2012. If these terms aren’t on your radar yet, they are sure to be soon, as the media loves nothing better than drama and […]
As a financial advisor, I published my free ebook, The 10 Simple Truths About Money, because I strongly believe that it’s true that, “Learning financial concepts and managing money can be intimidating, but it doesn’t have to be. There are simple truths about money that can change your life.”
During the peak of the real estate buying frenzy (2005–2007) many Americans decided to invest in real estate other than their homes in the hopes of capital gains. Unfortunately, when the bubble burst, the ensuing credit crisis left these investors with a moral dilemma. Many of these investors are just ordinary folks who pay their […]
In my living room sat an architect, a CPA, a healthcare executive, a innovation consultant, a marketing and branding expert, a retired attorney, a writer for the Huffington Post, a clutter coach, an interior designer, a home staging specialist, a jewelry designer, a technical writer, and a newspaper columnist.
Your credit score is the single most important tool institutions use to determine your creditworthiness. Without a credit score of 700 or over, you won’t get the best rates on mortgages and car loans, and you may not get that apartment or job that you dream of. Your credit score can also affect the price you pay for auto insurance. A low credit score can prevent you from getting what you want or make what you get much more expensive!
None of us knows how long we will live. But you can be sure that the longer you live the more money you will need – unless – you’re willing to reduce your lifestyle in retirement. According to IRS-issued life expectancy tables, the life expectancy for a 25 year old is 83.2, for a 50 […]
I’m a financial advisor. But I’m also a normal person just like you, and I know how difficult it is to be an American and somehow not feel it’s your duty to shop. Our economic and social system is based on capitalism, which is partly defined as the creation of goods and services for profit […]