Is Social Security Dead? Maybe.
Social Security has always been a hot topic politically. There are almost no circumstances in which an elected official would ever even imply that Social Security should be cut. But this is 2020. Starting today, September 1st — two months before Election Day —...
Retirement Accounts Are Sacred
Recently I was in a meeting with a young client when she confessed that she was having cash flow problems. As a real estate agent, her income is dependent upon deals closing — and all of her deals that were supposed to close in December hit obstacles. She has some...
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. It may be one which many people simply never complete in terms of paperwork. Doing that is actually a big...
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...
Now It’s YOUR Turn to Give Your Parents “The Talk”
Last week I talked about wills and the danger of not having one. One benefit to planning your estate that I didn’t mention is how it creates an opening to talk to your parents about their estate planning. This can be difficult for a couple of reasons. A lot of parents...
Celebrating 27 years in business helping people stay financially organized
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