Spring: The Season of Acceptance Letters
All over the country, colleges and universities are sending out acceptance letters to their incoming class of undergraduates. It’s an exciting time for everyone involved, but most of us have something else in the back of our minds: What about the money? Most families...
Coming Soon: Mastering Your Financial Life
Things are coming together for my upcoming podcast Mastering your Financial Life. My core mission will be to connect people with professionals who think outside the box about conventionally boring topics. My guests will include financial advisors, matrimonial...
Back to Basics: Your Spending Plan
I don’t care what the dictionary says, “budget” is a four-letter word. Words matter, and that word has a lot of baggage. That’s why I encourage people to change their mindset and call budgets what they really are: spending plans. The overarching theme and strategy of...
Broad Spectrum Scam-Screen
Last week, a couple of my team members got emails, from me, that said, “Would you do an errand for me?” One of the recipients is in Arizona, and she was ready to go out and do my bidding — which would have been completely unethical of me. She called me and...
Book Alert: Mastering Your Financial Lifecycles
Our book, Mastering Your Financial Lifecycles: How To Successfully Manage Money in Every Decade of Life, is going to be launching on May 10th! I co-wrote the book with JHA’s own CFO, Liz Levy. We took a longitudinal approach to your finances, starting at the birth of...
Drop Everything And Get A Will
Writing a will forces you to confront your own inevitable demise, and who wants to do that? Loving parents, that’s who. A will can be a broad document that not only covers finances, but also who will get custody of your children. It’s called appointing a guardian, and...
Pay Yourself First
Whether or not you’re a W2 employer or an entrepreneur, the best thing to do is to pay yourself first. You’ve probably heard that phrase before, but what does it mean in real life? The “pay yourself first” method is very flexible, applying to...
The Mortgage Rate “Apocalypse”
Mortgage interest rates rose in a big way on Friday, just as inflation runs rampant and the Fed raised interest rates. After this double insult — which feels like a slap in the face for many — interest rates are now hovering around: homebuyers must contend with: 4.59%...
Maxing Out Your Retirement Accounts
You might have heard that it’s tax season. The deadline this year is April 18th because of Emancipation Day in Washington, DC. (The IRS treats all DC holidays as national holidays.) Hopefully you’ve got everything you need — but even if you’re still waiting for...
Celebrating 27 years in business helping people stay financially organized
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