Avoiding Tax Disaster—Beware Of These 4 Common Tax Scams

The “Dirty Dozen” list of Tax Scams for 2017 has been released by the Internal Revenue Service. Inside this list resides some all too common and devastating tax horrors of which to be aware and vigilant. The top 4 most common tax scams are: Phishing, Phone Scams, Identity Theft and Return Preparer Fraud. Let’s take… Continue reading>

When It Comes to Your Money, Does the Truth Hurt?

“We’ve been arguing about this for year, and here we are in our 50’s. It’s time to stop!” Laura said empathically. Paul’s downcast eyes and silence spoke volumes. Laura continued, “We’ve worked with several advisors who have tried to help us invest our money in a sensible way. Then whenever the market goes down, Paul… Continue reading>

Don’t Have A Retirement Plan Yet? Here’s Where To Start

When it comes to retirement and planning, I’ve heard them all: “I love what I do. I can’t imagine doing anything else.” “I’ll never have enough money to retire, so I’ll work until I die.” “I have no hobbies, so I might as well work.” “I’d be bored outta my skull if I didn’t work.”… Continue reading>

How Your Mindset Can Change Your (And The) World

  As a financial life planner, I’ve got more than a little interest in mindset. Because mindset is what ultimately determines your attitude and approach to the myriad of challenges you’ll face over your lifetime. In your financial life, your money mindset has been carefully erected from early childhood. That’s because we take in what… Continue reading>

Your Financial Life Doesn’t Have To Be Perfect: It Just Needs To Get Better

In a country obsessed by having to be the best, the top, the champ—where second place is no place—we discount the idea of working just to improve incrementally. Just because we cannot all be billionaires doesn't mean for one second that we cannot live a rich life, filled with comfort, happiness and satisfaction. The idea… Continue reading>

The Sandwich Generation: 5 C’s To Deal With Your Financial Challenges

As if dealing with aging parents isn’t enough, the sandwich generation is coping with raising children at the same time. It can be an emotional and financial roller coaster, being pushed and pulled in multiple directions at the same time. Watching a parent in their waning years—with increased medical needs and, for many, reduced financial… Continue reading>