7 Easy Things Learned from the Roaring Twenties 2.0. All the way back in January 2020 we wrote about The Roaring Twenties 2.0. Looking back, what have been the biggest changes since then? The Pandemic No question. In fact, it might be easier to describe what the Pandemic has not changed rather than to list… Continue Reading: 7 Easy Things Learned from The Roaring Twenties 2.0
Diet and exercise, that’s what my doctor tells me after my annual physical exam: Every. Single. Time. When I press her on this, she offers a deeper insight – something like “portion control.” Seriously? Who would have thought? It sounds incredibly straightforward. But is it really that easy to put into practice? It may be… Continue Reading: Everyone Knows You Need to Diet and Exercise
Happy New Year! You didn’t make up another list of New Year’s Resolutions again this year, did you? According to Forbes 62% of Americans feel pressured to make New Year’s Resolutions. In 2024 The top 5 New Year’s Resolutions were: 1) 1) Improve Fitness – 48% 2) Improved Mental Health – 36% 3) Improved Finances – 32.8% 4) Lose Weight –… Continue Reading: 3 Reasons to Skip the Financial New Year’s Resolutions This Year
I took a statistics class back in college. Like many of my other subjects, I did not do that well in it. I did, however, gain a deeper understanding of what average meant and continue to aspire to get up there someday. Here are Clear Reasons You Need to Carefully Review Government Statistics. The United… Continue Reading: Clear Reasons You Need to Carefully Review Government Statistics
You don’t have to wait for Thanksgiving to be grateful. You can be grateful every day. It’s your choice. Life might not be going swimmingly well for you every day. I get it. I truly hope you didn’t expect it to. There have likely been speed bumps, potholes and dead ends in your past. It’s… Continue Reading: 7 Reasons Not to Wait Until Thanksgiving to be Grateful
4 Financial Lessons Learned From How to Pass in Middle School Many years ago, I attended my daughter’s open house for eighth grade. At the open house they move you from class to class quickly. This idea is to briefly replicate your child’s typical day and meet the teachers. The problem I encountered that evening… Continue Reading: 4 Financial Lessons Learned From How to Pass in Middle School
3 Simple Reasons You Need to Fund a Donor Advised Fund (DAF) in 2025 A Donor Advised Fund (DAF) is a tool that allows you to contribute to a fund and get an income tax deduction in that year. Speaking of tax deductions, it reminds me that, “I Love Paying Income Tax.” Said No One… Continue Reading: 3 Simple Reasons You Need to Fund a Donor Advised Fund in 2025
IRA Giving After Age 70 ½: How to Make a Qualified Charitable Distribution As a former CPA with over 40 years of experience, our observation is that people are very generous with the donations they make. People typically donate cash, write a check to the charity, or put the donation on their credit card. Now,… Continue Reading: IRA Giving After Age 70 1/2 : How to Make a Qualified Charitable Distribution
Goodbye to the Joneses. 3 Practical Steps to Arrive Financially. The Joneses are everywhere. And boy, do they like to spend money; frequently money they do not even have. Please do not try to compete with them. They will beat you every time. When running out to money or filing for bankruptcy tires them, they… Continue Reading: Goodbye to the Joneses. 3 Practical Steps to Arrive Financially.
Why you need to Trust and Verify is a slight variation to what former President Ronald Reagan said, “Trust BUT verify.” This was, of course, during the Cold War. The BUT that he mentions was directed at the Soviet Union, now known as Russia. It is hard to fathom any communications that has the words… Continue Reading: Why You Need to Trust AND Verify Online Financial Advice