Situations where we need to make choices challenge us every day. A broad set of principles helps us to make choices about what is…
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…
Financial Planning
Family Values and Our Grandsons
Situations where we need to make choices challenge us every day. A broad set of principles helps us to make choices about what is…
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
Family Values and Our Grandsons
Situations where we need to make choices challenge us every day. A broad set of principles helps us to make choices about what is…
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…
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…
Insurance
Life Insurance Can Be Your Safety Net
Bad things happen to all of us. You can’t control everything. We can, however, control how we respond to unfortunate situations. We can also…
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…
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,…
Taxes
Are Your 2018 Income Taxes Going Up or Down?
The tax filing deadline for our 2017 income tax returns has come and gone. Are your 2018 income taxes going up or down? To…
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…
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…