The beginning of the year is a great time for financial housekeeping – taking into account the resources you have, learning how best to use them, and most importantly, (re)assessing what YOU want your money to do for you. What is your relationship with money? Before we get to tactical ideas, let’s start with evaluating […]

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. […]

Here’s what I’ve been reading this week: Women May Be Better Investors Than Men. Let Me Mansplain Why. Do you put off investing because you are afraid you will mess it up? Well, my friend, you are wrong. Data from major studies concludes that the average female investor outperforms the average male investor. Read why […]

Happy Thanksgiving! Every year I make my kids watch Garfield’s Thanksgiving and A Charlie Brown Thanksgiving. The nostalgia makes me happy and grateful. Sometimes it’s still hard for me to believe that I’m a grown-up and have a family of my own! I’m hoping this year will be the year that I can force my family to watch Planes, Trains, […]

The Power of Health Savings Accounts for Retirement Planning Health Savings Accounts aka HSAs are one of the most valuable retirement savings tools out there for higher income earners. Using an HSA correctly allows you to lower your taxable income, grow the asset tax free, and withdraw the money tax free. Triple tax benefit!! It […]

Here’s what I’ve been reading this past week or so. This week, I’ve been reading about the proposed tax changes with the recently released draft of tax legislation from the House Ways and Means Committee. Nothing has been passed, but there are potential impacts for all taxpayers, especially high-income earners, to be aware of should […]