Dry January — for Your Wallet
If you’ve been following my advice, try something new: No non-fixed spending for the rest of January. Think of it as Dry January for your wallet. The big, post-holiday credit card bills are on their way, and a little cutting back may retroactively make your holiday...
Out With The Old: Unpaid Internships
As the school year approaches, parents with kids in college may start to hear about potential internships. While most (over 60%) of internships are paid, the remaining 40% are not. And here’s why that’s a problem. Obviously, there are some serious ethical concerns...
Mixing Marital Money
One of the most common questions I receive from my younger clients is how to keep their money separate once they’re married. It turns out the answer is: It depends. The rules differ slightly from Connecticut to New York, but the concept of commingling is used in both...
Comparing Work/Life Balances
What is Life? I’m not getting philosophical, I’m thinking of comparing the difference in work/life balance between partners or spouses. In that equation, life is the variable that needs to be solved. Does “life” include housework and child care? Do the hours worked...
Don’t Pass Over Freedom
Passover this year was overshadowed by such discouraging news all around us. Ironically, its message of freedom went unheard in the halls of state houses that are supposed to be purpose-built for democracy. After a gut-wrenching school shooting that left six dead, it...
Celebrating 27 years in business helping people stay financially organized
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