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 […]
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
CHEERS FOR THE FUTURE OF CHARITABLE GIVING Read More »
Every day I receive an email from a site called WordDaily. I love to challenge myself to guess the meaning of the word. Recently eigengrau was the Word of the Day. I recognized its German origin and the “gray” part but not the entire meaning of the word. Eigengrau – Noun The dark gray color
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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
This is the time of year we focus on those we love. Children share valentines in school, heart-shaped boxes full of candy disappear from the shelves, florists run out of red roses, and jewelry stores appeal to lovers of any age. There is a special focus on couples and ways to express the love they
Are you one of 63% of workers who cannot cover a $500 emergency expense? Effective January 1, 2024, help may come from your employer in the form of a PLESA which was created by the SECURE 2.0 Act of 2022. What is a PLESA? PLESA stands for pension-linked emergency savings account. Your retirement plan sponsor
Happy 2024! We are well on our way, and I am already feeling the days slipping by too fast. How about you? Did you set any New Year resolutions? How are you doing? Already blown that diet? Rain or snow forced you to rethink the daily workout you promised yourself? Finding it difficult to fit
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The beginning of a new year is always a good time to review and readjust your investment portfolio. We have just gone through an extraordinary climb in the market, represented here by the S&P 500, in a relatively short period of time. However, as you can see, it is not without its downturns. What is
Sold – the house my partner lived in through his early life and returned to many years later to take care of his elderly father. With his father’s death last year, his children, grandchildren, and great grandchildren came together to celebrate his life and close the home in which he lived for over 70 years.
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The holidays will be upon us before we know it and, if you are like me, you want to get a head start on holiday shopping. In the days when we had to personally ship boxes to family out of state, my goal was to have everything shipped by early December. Now boxes are shipped
FINANCIAL LITERACY GIFT GUIDE Read More »