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 »
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 right mindset and preparation, it
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 »
Inflation was a hot topic last year and still seems to be a lingering concern for many people. So, let’s review the current inflation climate and discuss how to prepare for the upcoming year. Before we dive in, let me explain what inflation is and how it affects…well, everything. Inflation is the rate at which
Navigating Inflation: Reflecting and Deflecting Read More »
As you read this, you might be considering working with someone on your finances. If you ask me, I think that’s a great idea. As unbiased as it can sound, everyone needs someone in their life to help guide them to make wise financial decisions. Whoever you ultimately choose to work with—or not—seeking professional financial
Have you ever decided to be more active or live a healthier lifestyle? Do you regularly set goals to improve your overall health? What measures have you taken to work towards these goals? Just as someone embarking on a fitness journey asks questions to better their physical well-being, you too can take steps to improve
Get in Shape: Tips for a Stronger Financial Future Read More »
If you’re nearing your 62nd birthday, get ready! The time has come to decide when and how to start collecting your Social Security benefits. I know you’re thinking: “When should I start collecting?” I’ll let you know now that the answer depends on you and your unique situation. However, the current window to collect Social
To Claim or Not to Claim: When Should You Collect Social Security? Read More »
With four distinct parts, Medicare can be an alphabet soup of complexity. Our goal is to help you understand each part and how they impact your healthcare costs. So, let’s wrap our heads around it. Medicare is federal health insurance available to nearly all U.S. citizens and legal residents 65 years of age and over
The ABCDs of Medicare: What Covers What? Read More »
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