Forward-Thinking Tax Strategies to Implement This Year

Many people dread tax season. The idea of digging through all of your financial records, working through the filing process, and hoping you submitted everything correctly to avoid an audit is stressful. And the worst part? It kind of feels like you can’t win. If you have your employer withhold too much money from your […]

Financial Planning — It has nothing to do with luck.

This month of March you may be thinking about all things green – including your hard-earned cash! You may also hope that some good luck finds its way to you. Oddly enough, many people view luck as an integral part of their personal finances. The idea that wealth is a direct result of “getting lucky” […]

February is Often a Month Full of Relationship Talk.

February is often a month full of relationship talk. We talk about what a healthy relationship looks like, what a healthy self-view while you’re single looks like, and the best heart-shaped-recipes to cook on February 14th with your significant other. But I want to talk about the significant other in your life that nobody wants […]

Why Do We Procrastinate about Finances?

Let’s face it: life gets busy. Between our professional and personal lives, we often have very little time left over to work toward big-picture goals, and some important things end up getting neglected. Personal finance is something that’s easy to put on the back burner. I hear it from clients all the time: I only […]

Your New Year Financial Checklist

New Years is an exciting time. It’s a moment filled with hope. We spend time with the people we love, realign ourselves, and refocus on what’s truly important in our lives. For some, this can inspire them to make some positive life changes in the coming year. We’ve heard all the typical resolutions – exercise […]

Why You Need A Financial Plan

There are a few times a year when the volume of calls to my office from people seeking financial advice goes way up. One of them is in January when New Year’s resolutions are top of mind and another is the 30 or so days leading up to the tax deadline in mid-April.The “January effect” […]

Simple Money Truth # 7: You Are Your Credit Score

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!

Financial Windfalls: How to Manage Sudden Wealth

An inheritance, a lottery win, a surprise payout — lucky you, a financial windfall! And yet, a quick Google search for “statistics on how people handle sudden wealth” tells a more complicated story. Results include: 1 in 3 Americans who get an inheritance blow it 70% of rich families lose their inheritance by the second […]

Budgeting for Happiness

One of our life’s many challenges is figuring what brings us joy, and how to reserve our resources for things that matter. Money and time are finite, so it seems obvious that we would want to spend them well. It isn’t always easy to know how to do this as our busy lives get in […]

Tax Tips for 2017: How to Make Tax Season Easier for Yourself Next Year

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 […]