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Articles

Taxes in Divorce

Heading into a divorce, you’re likely so overwhelmed with the legal, emotional, and financial issues that you’re dealing with that the last thing you probably want to be thinking about is how it’s going to affect your taxes. But considering the tax effects of your...

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The Money Date

Photo by Jonathan J. Castellon on Unsplash I get a lot of couples coming in to my office, and one thing that we tend to talk about is communication. What do you need to talk about, and how often? Note that right now I’m talking about a couple in a long-term...

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Financial Goals, Part Two

Photo by Markus Winkler on Unsplash As a follow up to my last blog about setting financial goals, I wanted to address a little more specifically how to choose your goals, and also the importance of giving direction to your money. This isn’t limited to New Year’s – we...

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New Year – New Financial Goals

I’ve become a big fan of goal-setting in recent years.  I started out with financial goals back in 2012, and in recent years have added other areas; last year I had goals in four other categories: Professional, Health/Wellness, Family, and Friends.   I love this...

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When Life Throws You a Financial Curveball

Sometimes, we find ourselves on a good path. We may not be breaking any records for paying off debt or saving for the future, but we’re doing okay. Everything is chugging along. And then life happens. What does that look like? It might be a major medical event, or a...

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Saving For a Purpose

I got my Holiday Club check in the mail a couple of weeks ago. You might know what I’m talking about – through my local bank I have an automatic transfer set up so that every time we get a paycheck, a small amount is transferred into our Club account. The year starts...

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How to Combine Finances

How to combine finances is a question that every couple has to deal with when getting married or otherwise merging their lives. [Photo by Everton Vila on Unsplash] There’s a spectrum of how joint or separate your finances can be. and you can choose to fall anywhere on...

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Starting Over After Divorce

Divorce is one of the most exhausting and overwhelming transitions out there.  Many of us don’t want to think about our finances in the best of times, so having to face a new financial reality can feel awful.  And not only do you have a new normal to adjust to, but...

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Are You on FIRE?

For those who haven’t heard of it, the FIRE movement has been taking the personal finance world by storm over the past decade or so. FIRE stands for Financial Independence, Retire Early, and has been embraced by people who want out of the rat race. They save a huge...

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Navigating the Jungles of Temptation

So I walked into Bed Bath & Beyond last week and was immediately dazzled by all the Beautiful Things. I could get gorgeous deck furniture! Colorful wine glasses! Throw pillows in so many fun colors and patterns! I could imagine my house with these fresh, bright, shiny...

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