Monthly Archives: March 2011

How Do I Decide Which Condominium to Buy?

Tweet I was reading something the other day about how moving is one of the most stressful things in life.  Well whoever wrote that must have known a thing or two because my wife and I are going through the … Continue reading

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Ten Steps to Funding a College Education

Tweet So what does college planning look like in the real world?  That’s an excellent question, and since I don’t have a child in college yet, let me share with you what I hope it looks like: My daughter Rachel … Continue reading

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Celebrate National Employee Benefits Day on April 4th!

Tweet Every year, the International Foundation of Employee Benefit Plans (IFEBP) recognizes a National Employee Benefits Day, and this year’s theme is on communicating employee benefits.

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Are You Prepared for an Emergency?

Tweet When hurricane Katrina hit, the newspapers reported a location that has the greatest risk of flood from levees failing – Sacramento California where I live.  My husband and I bought a house on a flood plain.  I know it … Continue reading

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College Planning: A Conversation that Might Save Me $100,000 or More

Tweet One night not too long ago my daughter and I had a really good conversation about life, choices people make, who we like in this year’s American Idol (James!), and why she thinks her milkshakes are better than any … Continue reading

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How Do I Know My Donation is Getting Where I Want it to Go?

Tweet With the unfortunate events that have befallen most recently Japan and Haiti a year ago, many people are choosing to dig deep in their pockets to donate cash to help in whatever way they can.  The reasons why we … Continue reading

Posted in Financial Planning, Trainer | Tagged , , , , | 1 Comment

College Planning: The Tax Benefits of Education

Tweet Today’s blog is the last in a series addressing the different pieces of the college planning puzzle.  Last week we looked at financial aid and basically determined that no matter how much or how little we save for college, … Continue reading

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Happy Birthday to Me and to the 401(k)

Tweet The 401(k) is celebrating its 30th birthday this year – I wish I could say the same for my birthday next week!  I wasn’t quite old enough to be in the workforce back in 1981 (I was in junior … Continue reading

Posted in Basic Investing, Employee Benefits, Financial Wellness, H.R. Guru, Retirement Planning, Workplace Financial Education | Tagged , , , | Leave a comment

Financial Statements – A Print Out Can Make Your Life Easier

Tweet I was at LAX flying home to Northern California about 3 hours after Southwest Airlines computers went down and stayed down the other day.  Let me explain what this meant:

Posted in Financial Planning, Money Diva | Tagged , , , | 2 Comments

Money Management: Are Mega-earning Youth Receiving Too Much, Too Soon?

Tweet I read this article about Billy Ray Cyrus’ concern for his daughter Miley.  (I have a daughter, so you shouldn’t laugh at me for knowing who Hannah Montana is and being caught up in observing her personal drama.)  She … Continue reading

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