While June 21 was the official start to summer, if you are like me, Memorial Day weekend kicks off the unofficial start. A few years ago, I learned the value…
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The Importance of Financial Planning in your Earning Years Benjamin Franklin said it best. “Don’t put off until tomorrow what you can do today.” Though this
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It’s summertime, which means we’re seeing “out of office” messages galore and an influx of requests from family and friends to “water the plants” or “feed the
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April takes its name from the Latin word Aperire, meaning to open. Naturally, my mind goes to the opening bell of the NFL draft at the end of the month,…
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The 50/50 Minimum Strategy: Maintain 50% of your 401(k) and IRA money in Roth accounts Why pay taxes today when you can postpone them until years later? The
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“Those who work their land will have abundant food, but those who chase fantasies have no sense.” This ancient advice from Proverbs illustrates the importance
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As is customary with our family, we had a (mandatory) New Year’s Day dinner celebration. It’s a wonderful time when the six of us (are forced to) share
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So, I have two sons who have flirted with college football. One, a quarterback, opted to forego several college football opportunities turning instead toward a
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The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax
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Those that know me, know that I love horses…I might have always been a bit obsessed with them. Life in western times seems idyllic to me in many ways. There…
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As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving…
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In what has been a limited but quite eventful career in finance, I frequently get asked by people how they should invest their money. As in most cases, there is
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