As the holiday season swings into full gear, there’s a slight chill (Lord willing, for us Memphians) and a tinge of anticipation in the air. As we reflect on this year and look forward to the hope of the future, we find a wonderful opportunity to teach our kids valuable lessons about money. Between religious […]
Dollars and Sense: Holiday Money Lessons for Kids Read More »
If you read any articles, you’ve seen plenty about this subject. No, I’m not talking about football this time—Go Vols! I actually wanted to give you some big-picture questions to ask yourselves before you get too far down the road toward retirement. Don’t worry, I’ll keep it short. 1. Retirement versus financial independence: what’s your goal? This is a
The Playbook for Retirement: Goals for a Winning Exit from the Workforce Read More »
As the fall air settles in, most of us are thinking about cozy sweaters, warm apple cider, and pumpkin-spiced everything. My personal favorite fall event is taking the kids to a nearby pumpkin patch and a back yard bonfire. Mmhmm, I can almost taste the perfectly charred marshmallows! Festivals and holiday gatherings with family are
Fall Into Financial Success: 7 Year-End Tips You Don’t Want to Miss Read More »
For the past year, I have been living vicariously through my daughter as we have toured 11 college campuses. Big vs. Small. SEC vs. non-SEC (that’s how we categorize down here in the South). Private vs. Public. My eyes were as big as hers as we searched high and low for a great landing spot. Plenty of
College Bound: Must-Have Talks Before the Big Drop-Off Read More »
Returning to work after maternity leave is a milestone filled with emotional tension – excitement and anticipation mixed with grief and mild anxiety at leaving a new precious baby. As a mother of two young boys, I’m navigating the joys and challenges of expanding our family while keeping an eye on our financial health. Achieving
From Diapers to Dollars: Juggling Family, Work, and Finances Read More »
My family went to Disney World in 2022, which is also the year in which I learned that I’m not relaxed enough to enjoy things that lay at the intersection of logistics and “fun.” I have no chill, as they say. More recently, another Magic-Kingdom-Scorned mom and I were bonding over our magically induced shared
Election Year Enchantment: Navigating Markets in the Political Theme Park Read More »
Picture Above: My First Home! It’s springtime! And, alongside the season’s new blooms, eager homebuyers are also emerging from winter hibernation. Although many potential homebuyers are waiting on the sidelines, there’s still a good percentage ready to buy this year. The journey to buying a home in 2024 comes with many challenges, but with the
Survive and Thrive: 2024 Home Buying Tips You Can’t Miss Read More »
When you adopt a dog, you commit yourself to change. There is no way around it. It means a new addition to the house and everyone who lives there will be affected. In 2011, our newest member was Aibee (named from the movie THE HELP, because she is good, she is smart, and she is
Mutts and Money: A Tale of Embracing Change Read More »
Keep More. Send Uncle Sam Less. Don’t get me wrong. I love America. But let’s hold onto as much of our hard-earned money as possible and take advantage of tax breaks. We’re all about tax avoidance, which is entirely different from tax evasion (that’s illegal)! But taxes can and do diminish your retirement nest egg.
Winning Tax Strategies: From First Save to Final Score Read More »
Dear friends, I hope you read this with a steaming mug of a holiday beverage in hand. Doesn’t time move quickly? Being a working mom reinforces this truth, as every holiday season seems to swing around faster than the one before it. Each December, I reflect on the year to remain present in my beautiful
2023: A Year in Review Read More »
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