FISCALLY FIT LEGACY SERIES Make a Will I’ve been reading a lot of articles and blogs written about making a will lately, and they all pretty much say the same thing. Wills are simple to create, yet most Americans don’t…
Read More Would You, Will They? How a Will Shares Your Wishes
Let’s talk about the end. One day you’re going to die. It’s a fact of life that we’re all going to die. I sincerely hope that day is a long way off, but in the meantime, a little planning will…
Is it time for a reset? No doubt about it, 2020 has taken its toll on people. It will be remembered as the year that everyone wants to forget. It has caused untold costs in social, political, physical, emotional, financial,…
As we enter the season most associated with giving thanks and giving back, I have been reflecting on the meaning of the terms “philanthropy” and “charity.” Many of us are moved at this time of year to be generous. We…
Read More Giving Thanks and Giving Back – What’s in it for me?
I’ve been there. After a messy expensive divorce in which I made a few costly emotional decisions, the financial implosion of 2008, a layoff, and a huge rent increase all in the same year (and I thought 2020 is bad!),…
Financial Planning If you are reading this blog, you most likely have already created your financial roadmap to the future, but it bears reminding that even the best laid plans can change in a moment. How long has it been…
Read More Is Your Financial Plan in Step with Your Life Goals?
Are you ready for what comes next? 2020 . . . A pandemic. Fires. Earthquakes. Floods. Hurricanes and tornadoes. Social unrest. Political acrimony. Economic peril. What else can possibly go wrong?? Everything. And anything. As we enter September, we are…
Ringing In the New Year We’re just days away from ringing in the new year! It’s that time of year for resolutions… get in shape, tackle a cluttered garage, eat better, etc. In my work as a Daily Money Manager,…
Hello 2017 Tax Planning The 2016 tax return season is officially behind us. Well, unless you filed an extension. For many of my clients (and my staff), we’re breathing a sigh of relief. We’ve spent hours sifting through paperwork, downloading…
For some, budgeting is an exciting journey, exploring where one’s money goes each month. Others, well… let’s just say they’d prefer cleaning their bathroom over creating a budget and reviewing it each month. A bullet journal may be the way…
Fiscally Fit 