Here’s what I’ve been reading this week: If You Want More Money, You Should Root for 2023 to Be Just Like 2022 This statement sounds ridiculous. Another painful year in the markets? No thank you! But for those of us who are “Savers” or “Preservers” as defined by this article, the statement is very true. […]

Happy New Year! Every new year there is pressure to have grand plans of a whole new YOU! We are bombarded with ads: “If you lose 10 pounds, you will be happy!” “If you invest your money with us, you will be secure!” Sometimes we make resolutions without really thinking about them. However, research shows […]

As close friends and neighbors have children heading into their senior year of high school, I can’t help but think about the fact that I will have a senior 2 years from now. 😭 😭  It’s an exciting and emotional time for parents and students. During this swell of emotions, there are important practical considerations […]

Hope you are done with your 2021 taxes! If you have a tax preparer, give them a hug, a big one. It’s been a particularly rough tax season. Tax preparers are leaving the profession in record numbers, and there are not enough new recruits to replace them. Couple this with the major tax legislation enacted […]

First, I hope this post finds you and your loved ones safe and well. With the terrible state of affairs in the Ukraine, it’s personally been a reminder of how blessed I am to do what I love with people I truly care about and to have the freedom to do so! War is unpredictable. […]

Buh bye 2021! Hope this email finds you and your loved ones healthy and safe! How to Make Your Financial Life Happier in 2022 Do you think you will be happier if/when you have more money? This article gives you strategies on being happier in your financial life that aren’t dependent on the size of […]