A Supplement to Grant’s Smart Money Trilogy. How to Budget, Save, Spend and Invest (Book 1). (Downloadable PDF included below). The following…
Continuing Education
Does “Work and Life” Make You Happy? If So, Don’t Apologize or Stop “Working”, But Keep Learning.
Much has been said of work/life balance. This terminology has evolved over many, many years. It began as work/leisure balance and in the 1980’s…
Editorials, Opinions and Potpourri
13 Ways for Baby Boomers to Make a Difference
Baby boomers have a unique opportunity to make a difference in the lives of others. Opportunities are vast. Take what you are passionate about,…
Financial Planning
Tax Reform: Changes for Individuals
Tax Cuts and Jobs Act, is a $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. Many of the provisions…
Fitness
Essential Facts about the American Health Care Act
On March 6, House Republicans released their proposed health-care plan, The American Health Care Act (AHCA), as a replacement for the Affordable Care Act…
Giving Back
Volunteering to Prepare Tax Returns: The Happiness Effect
The more people volunteer, the happier they are. My Volunteering Experience I volunteered to prepare tax returns this tax season. After signing up, the…
Grandparents
Paying for College: Cash or Credit
Paying for college is one of life’s big ticket items, along with buying a home and the cost of retirement. Needless to say, there…
Hodgepodge
House Passes the American Health Care Act
On May 4, 2017, the House of Representatives passed the American Health Care Act (AHCA). With some changes, this is essentially the same law…
How to Afford the Big Ticket Items
13 Ways for Baby Boomers to Make a Difference
Baby boomers have a unique opportunity to make a difference in the lives of others. Opportunities are vast. Take what you are passionate about,…
How to Budget
13 Ways for Baby Boomers to Make a Difference
Baby boomers have a unique opportunity to make a difference in the lives of others. Opportunities are vast. Take what you are passionate about,…
IdentityTheft
How to Protect Yourself Against Identity Theft
Massive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital world. Once identity thieves have…
Important Economic Updates
13 Ways for Baby Boomers to Make a Difference
Baby boomers have a unique opportunity to make a difference in the lives of others. Opportunities are vast. Take what you are passionate about,…
Insurance
Health Savings Accounts: Pay Medical Bills or Save For Retirement?
Health savings accounts (HSAs) have existed since the law’s effective date in 2004. HSAs are tax advantaged savings accounts for current or future medical…
Investments
5 Ways to Optimize Your Investment Experience
Want to mitigate the impact of higher tax rates? Want to better position your portfolio for a higher after-tax return? Want to optimize your…
Newsletters
13 Ways for Baby Boomers to Make a Difference
Baby boomers have a unique opportunity to make a difference in the lives of others. Opportunities are vast. Take what you are passionate about,…
Save
A Savings Carol
As in life, this Savings Carol has ups and downs. If you are patient with your savings and with this video, the end is good!…
Self-Employment
Choosing an Entity for Your Business: Form of Ownership
Now that you’ve decided to start a new business or buy an existing one, you need to consider the form of ownership that’s right…
Social Security & Medicare
What Will You Pay for Medicare in 2018?
The Centers for Medicare & Medicaid Services (CMS) has announced that the standard monthly Part B premium in 2018 will remain $134 (or higher,…
Spend and Invest
13 Ways for Baby Boomers to Make a Difference
Baby boomers have a unique opportunity to make a difference in the lives of others. Opportunities are vast. Take what you are passionate about,…
Taxes
Tax Reform: Changes for Individuals
Tax Cuts and Jobs Act, is a $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. Many of the provisions…
Travel
How to Plan a Vacation That’s Off the Beaten Path
Time away from it all is necessary for your sanity. And now that you have more wiggle room to take vacation time off, you…
Uncategorized
13 Ways for Baby Boomers to Make a Difference
Baby boomers have a unique opportunity to make a difference in the lives of others. Opportunities are vast. Take what you are passionate about,…
Wills & Estates
Gift Your Money Now or Leave an Inheritance Later. It Can be Both a Financial and Emotional Decision
You have budgeted, saved and invested throughout your career. Now, you hope you have saved enough money to last through your retirement years. You…