Monthly Archives: April 2011

Financial Planning: It Starts with a Simple Goal

Tweet When I read the article, Sumo Wrestler becomes Heaviest Man to Ever Finish Marathon, about a Sumo wrestler who ran and finished the Los Angeles marathon and in doing so became the world’s heaviest man to ever finish a … Continue reading

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Should I Rent or Buy?

Tweet For those of you who follow my recent posts, you are probably aware that my wife and I are re-locating to another state; in fact as I write this the movers are boxing up our possessions and will be … Continue reading

Posted in Buying a Home, Trainer | Tagged , , , , , | 2 Comments

Last Minute Tax Tips for Last Minute Filers

Tweet In case you haven’t heard, the 2010 tax filing day has been extended until Monday, April 18, 2011.  That means taxpayers get one extra weekend to find as many credits and deductions as they can before sending their returns … Continue reading

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Employee Communications: The Importance of Estate Planning

Tweet I had the sad task of attending my husband’s cousin’s funeral this past weekend, and it really brought to light the fragileness of life.  Dave (my husband) and his cousin were born in 1961, and would have been celebrating … Continue reading

Posted in Employee Benefits, Estate Planning, H.R. Guru, Workplace Financial Education | Tagged , , , , , | 1 Comment

Dividends Matter

Tweet I thought about the power of dividends when I worked on my mother-in-law’s taxes.  She has been selling off an investment to help pay for her care and as the one who helps her with her taxes, I had … Continue reading

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Financial Advisors Speak Financial Mumbo Jumbo

Tweet I read a great column about the financial planning/financial advisory business recently.   The column was a mock conversation between a financial planner (who wanted to look at the big picture before offering ANY advice and spoke mostly in … Continue reading

Posted in Communicator, Financial Planning, Financial Wellness, Workplace Financial Education | Tagged , , , , | 1 Comment

How Can My Avatar Help My Retirement?

Tweet I love delving into different financial articles because, if nothing else, it provides me with new educational tools I can utilize in workshops and one-on-one conversations.  But the other thing it provides me is entertainment.  It is rare that … Continue reading

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Top Ten Most “Foolish” Financial Decisions

Tweet It was only after my son Ethan got home from school and played an April Fools’ Day joke on me that I even realized it was April.  In the spirit of laughing at ourselves, I thought it would be … Continue reading

Posted in Basic Investing, Employee Benefits, Financial Planning, Financial Wellness, Money Saving Ideas, Rebel | Tagged , , , , | 1 Comment

Employee Communications: Last Minute Tax Tips

Tweet As I was conducting a workshop last week focusing on health insurance coverage, an employee asked if he could put additional money in his Health Savings Account (HSA) above and beyond what the employer contribution was.  “Of course!!” I … Continue reading

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Retirement Preparedness: Don’t Work Until You are 70

Tweet I read an article today titled, How to Collect Social Security and Still Keep Working?,  and found myself yelling at the computer screen in a rant similar to what I have seen my husband perform during sporting events when … Continue reading

Posted in Employee Benefits, Financial Planning, Money Diva, Money Saving Ideas, Retirement Planning | Tagged , , , , | 1 Comment