Record Keeping for Businesses

Record Keeping for Businesses

I understand being thrust into a position of responsibility. My business grew in leaps and bounds, leaving me with boxes and boxes of paperwork that I didn’t know what to do with. Businesses are required to hold on to everything forever, right? I asked myself. The...
January is National Get Organized Month

January is National Get Organized Month

January is National Get Organized Month! Everybody’s busy with getting their own house in order, often with the help of Marie Kondo. I think people need to start thinking about their finances, too. Since April 15th is rapidly approaching, I thought I’d share...
What to Expect When You’re Expecting Divorce

What to Expect When You’re Expecting Divorce

When it comes to divorce, there is one word that sums it up: Double. Double rent, double utility bills, and so on ad nauseum (key word nausea). So what can you do to realistically plan for the economic realities of divorce? Be solid going into it. The best defense is...
The Give-Back Guide

The Give-Back Guide

Happy Holidays! You’ve still got plenty of time to make your list and check it twice — and I’ve gone ahead and made my own list to help you. Below you’ll find a directory of professionals who your fellow customers may be tipping for the holidays, as well as some...
Holiday Tipping Guide 2019

Holiday Tipping Guide 2019

So my barista was telling me that there’s a competition to see who’s the biggest tipper. I appreciate that kind of wit in the person who controls my fate every morning. That’s why I’m going to make sure I remember her when I sit down to make my year-end holiday...
Thanksgiving Is About People

Thanksgiving Is About People

I love Thanksgiving — especially because, despite the bounty of tangible things to be grateful for, everyone seems to naturally turn their gratitude to the people in their lives. I am grateful to say that I have people in my life who make every day easier and more...
Establishing Residency in a New State

Establishing Residency in a New State

America is unique in the way it has so many different systems of government (states plus federal). This can make relocating to another state a confusing process, one which many people simply never complete in terms of paperwork. Doing that is actually a big disservice...
Cutting the Cord: Family Plans

Cutting the Cord: Family Plans

Hopefully our kids have enough consumer savvy to know what is realistic and what is too good to be true — which means that deep down, they should know the family cell phone plan will have to end one day. It’s going to be a big change for them, so I recommend doing it...
Hot Take: Don’t Save for Junior’s Tuition

Hot Take: Don’t Save for Junior’s Tuition

Are you a woman in your 40s thinking about your financial future? Do you have young kids? Are you stressing out about saving money for their college education?  Here’s a hot take: I don’t think it’s a good idea to be saving money for their college...
JUJYFRUITS – A FAMILY BUSINESS FOR 125 YEARS

JUJYFRUITS – A FAMILY BUSINESS FOR 125 YEARS

Most family businesses last for two, maybe three generations but it is rare to find one that spans five. That was the case with the “Heide Candy Company” founded in 1869 by a German immigrant, Henry Heide, Sr. Like most who came to America seeking a new...