Talk to any daily money manager, financial advisor or CPA, and we all agree that having a current estate plan is a must, especially if you own real estate. But there’s an underbelly to estate planning that many don’t like…
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Back to School Spending
That Won’t Break Your Piggy Bank It’s that time of year again. Summer vacations are winding down, and parents are busily preparing for the upcoming school year. Buying new clothes, school supplies, and extracurricular activity doo-dads can spike upon household…
Advice When Managing a Parent’s Finances
If you’re part of the sandwich generation -- where you’re caring for children and aging parents -- life can get pretty hectic. Especially if you’re managing your parent’s finances. Over the years we’ve seen what methods work best and what…
Student Debt Hinders Retirement
Impacting Many Seniors Author Note: Lauren Davidson, a Millennial with student debt just trying to make a dent. At $1.4 trillion, runaway student loan debt is now viewed as the next big bubble that could cripple the economy as the…
Is It Time to Retire or Start a Second Career?
For many of us over fifty, the idea of retirement is an enticing dream. Ditch the Silicon Valley commute. Eliminate the stress of a 40+ hour work week. Spend more time doing what we love. Yet only 60% of workers…
Frugal Summer Vacations
With Memorial Day officially behind us, summer vacations are just around the corner. Is there a way to have a great vacation and be frugal at the same time? Yes! I’ll share some of my best tips learned over the…
Credit Card Rate Hikes
The Fed increased interest rates for the second time in three months on March 15. It’s made headline news. There have been hints of additional hikes in 2017. So what does this mean for the 157 million Americans who hold…
Bye Bye 2016 Tax Returns
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…
Pet Medical Expenses
Studies have shown that companion animals improve our health -- reducing our stress, lowering blood pressure, increasing physical activity and even boosting social interaction. For the elderly, this is doubly true. These are the many benefits of pet stewardship (many…
When the Parent-Child Relationship Changes
The following is a guest post from a friend who is living what many of my clients’ families undergo every day. Helping our aging loved ones can be challenging. I hope the advice offered from this real story is of comfort…
Fiscally Fit 