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Bev's Basics
SHARE YOUR LEGACY
Have you given your legacy any thought? Do you want to leave money to a favorite non-profit or educational foundation? Do you want to make life easier for your children and grandchildren or perhaps help them with higher education or debts? Perhaps your legacy may not be monetary, so you are giving thought to other […]
CHEERS FOR THE FUTURE OF CHARITABLE GIVING
As a retired financial planner, I admit that my favorite clients were those whose goals included generous charitable giving. One couple comes to mind. Not only did they make generous donations to their alma mater and favorite non-profits, but they also invested in community efforts to improve blighted areas. Their life purpose was passed along […]
GIRL MATH
Girl math? Sounds sexist to me! I am told it is a new descriptive phenomenon inundating TikTok and other social media. Here’s how a TikTok user explained girl math: You’re losing money if you don’t purchase something when it’s on sale. You’re losing money if you don’t spend enough to qualify for free shipping. You’re […]
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It is my goal to help you understand the financial world. There is no question that is too basic or simple.