I’ve always been in awe of good public speakers. I am often invited to be a public speaker, but for most of my life I have shied away from it — for all the usual reasons. I even tried Toastmasters for a while. Eventually, I realized that by not speaking… Continue Reading..
I think we’ve all been befuddled at some point or other, but it’s never worse than when it’s in an unfamiliar city. Luckily, most hotels have a concierge who will do whatever it takes to help you. So then what is a financial concierge? Like a hotel concierge, a financial… Continue Reading..
The new tax law is in full effect this year, and accountants are struggling to learn it. In fact, an accountant friend of mine said he anticipated spending the next two years learning about the intricacies of the tax changes. That said, the meager or non-existent tax refunds we’re all… Continue Reading..
We’ve all messed up on diets, we’ve all skipped a month (or two) at the gym. In one way or another, sometimes after way more than two months, we eventually learn that we haven’t ruined anything by not sticking to our original plan. We just need to get back on… Continue Reading..
I was recently honored to be recognized by The Westchester and Fairfield County Business Journal as one of Connecticut’s most powerful women! I believe in putting love into my business relationships. There's nothing wrong with showing a softer side and being vulnerable in business. I think people are concerned that… Continue Reading..
I’ve written before about how much I enjoy journaling. There’s just something about articulating your thoughts that makes achieving your goals so much easier. Recently I discovered another life hack that works in a way similar to journaling. I have an accountability buddy (AB)! Actually, I have a few: two… Continue Reading..
“Are you really going to use it, mom?” “I don’t know, I don’t want to throw it out,” I said “If I’m just going to throw it out after you’re gone you might as well throw it out now.” That’s the gist of a conversation I had with one of… Continue Reading..
It’s a sad state of affairs when every year I have to make several unplanned posts about new fraud surrounding taxes. In the latest attack, it is not a direct attempt to steal our money, but rather our data. According to the IRS: The Internal Revenue Service and Security Summit… Continue Reading..
Recently a mom from Georgia’s Facebook post went viral. In it, she explains that she gives her five-year-old daughter a $7 allowance, but takes most of it back: “...I make her give me $5 back. $1 for rent $1 for water $1 for electricity $1 for cable and $1 for… Continue Reading..
Right about now young couples across the region are trying to figure out what to do with all the gift money their kids received. Many simply stick it into bonds and savings accounts, but there is a tax-advantaged way to hold on to more of that money — if you… Continue Reading..