Saving Your Bubble Gum Money
“It’s just not worth $60 to go to [a famous amusement park].” It’s a proud moment when a Financial Planner Mom hears this from her child. I started teaching my kids financial skills where most financial planners will tell you to start, with an allowance. I started when they were about three. They received three-quarters […]
Index funds are safe, right?
My last article showed how you could work towards a carefree retirement like my grandfather had by looking at your spending and saving choices today. Your spending and saving decisions are the number one behavior that affects your financial life. Once you have that under control, you hopefully have money to invest. What do you […]
Think about Medicare BEFORE turning 65
While talking to a friend who recently turned 65, he asked “Do you warn your clients about all the decisions they have to make when they turn 65?” I thought he was talking about planning for Social Security and the best strategy for collecting your benefits. In fact, he was talking about Medicare. And no, […]
Safety First – Preventing Identity Theft
Keeping my information safe has been on the top of my mind in the last few months. I’ve made some changes in my business to help protect personal information. Over the coming year, I’ll be providing security tips to help you keep your information safe also. Intuit, maker of TurboTax and Quicken software, found 60% […]
Are You Ready to Start Saving Money?
Saving money doesn’t happen by accident. It doesn’t happen because you want it to happen. Saving money takes some thought, planning, and action on your part. As they say: the definition of insanity is doing the same thing over and over again and expecting a different result. If aren’t saving and would like to, you […]
3 Kinds of Savings Accounts to Simply Your Life
One way to simplify your life is to organize your money into four categories. The first category is your checking account and is money available to spend on your day to day expenses. The other three are savings accounts that you can tap for various situations. If you split your pay check depositing your day […]
What’s Holding You Back? – A Reflection on Financial Success
Let’s take a moment to reflect today. What are your financial goals? What are your life goals? Almost always, there is overlap between them, and that overlap usually is happiness. What is happiness for you? A partner whom you love and who loves you? Children who are happy and healthy, who are able to pursue […]
3 Spending Best Practices to Help You Feel Less Uncomfortable with Your Financial Situation
“How am I doing financially? Am I ok?” I hear these questions frequently. And there are other frequently asked questions. “Do I have enough money for emergencies?” “How will I pay for college for my kids?” “Can I afford to spend money for [fill in name of your dream money sink hole] now?” Whether they […]
How I started Adulting
Hi all, Tara here! Recently a friend reached out and asked for some advice on how to best navigate post grad finances and “adulting”. Like so many other young adults, he was wondering how start working toward financial success while managing student loans, new jobs, and all of the other exciting, but overwhelming things that […]
What the Heck are 401(k)s, HSAs, and Other Confusions
If you hear the words 401(k), HSA, and deductibles and you look like this… You’ve come to the right place. Whether you’re reading this because you just landed your first job (congratulations 🎉) or you’re just looking for some clarification, we’re here with all of the answers to make sure you find success in your career, […]
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