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Category Archives: Financial Planning
5 Financial Rules You May Need to Break
There are certain guidelines that we financial planners tell people to help keep them out of trouble. Most of the time, they’re right on. But there’s almost always an exception to the general rule. Here are some of those rules, … Continue reading
IRS Form 4868 – Means I Am Going Skiing
Whose bright idea was it to choose April 15th (this year April 17th) as the tax filing deadline? Well, I know that you can certainly file earlier, which I used to do but that was before I moved to Utah, where … Continue reading
Posted in Financial Planning, Money Diva
Tagged IRS Form 4868, skiing, tax extension, tax filing, tax prepation, Utah
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How Much Money Do You Really Need to Be Happy?
For some people, the grass is always greener. I recently read an article about a banker living in New York who earns a $350,000 annual salary, which covers private school tuition for his two children, a summer home in Connecticut, … Continue reading
Posted in Financial Planning, Money Saving Ideas
Tagged happiness, lifestyles, money, New York City, saving money, spending
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Five Money Moves to Make When a Recurring Payment Ends
My youngest son is graduating from college this spring — I can’t tell you how excited I am. Not only as a proud mother who gets to see her son accomplish a goal that is important to him and that … Continue reading
Are You Trapped By Your Income?
I had a conversation with someone who was leaving a very high-paying job in order to do something that paid far less but was far more personally fulfilling. I asked her what her friends and coworkers thought of her decision. … Continue reading
Getting Smart About College Costs
Just about every parent thinks about the day when his or her child leaves home with a blend of pride and sadness. Today’s parents with college-bound children probably add a measure of financial anxiety into the emotional mix. Not only … Continue reading
Posted in Financial Planning, Guest Bloggers
Tagged Bill Gross, college, college costs, education, education expenses, investment
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How to Earn Income From Home
My wife made a comment the other day about how much food our household is going through lately. As some of you may know, we have four children, including three boys, the oldest of which is turning 12 in April. … Continue reading
Posted in Financial Planning, Rebel
Tagged income, independent consultant, Mary Kaye, Pampered Chef, substitute teacher, survey taker
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Imagine Your Worst Case
Over the last few months, I’ve had the opportunity to learn a whole lot more than I ever knew about some “behind the scenes” things that happen before a soldier gets deployed overseas. My girlfriend works as part of a … Continue reading
What Going to the Shooting Range Can Teach Us About Financial Planning
Recently, some colleagues and I visited the local shooting range to practice firing pistols at paper targets. I hadn’t fired a pistol in years, but I remembered that the last time I did I had fun. I was excited to … Continue reading
Posted in Financial Planning, Rebel
Tagged emergency fund, estate plan, financial planning, insurance, investing, target shooting
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Don’t Simply File Your W2 – Analyze It!
When you look in your mailbox these days, there is some kind of a tax form waiting for you just about every day. Most people simply glance at them to verify there are no mistakes but then they go into … Continue reading
Posted in Financial Planning, Money Diva
Tagged personal finance, saving, taxes, The Millionaire Next Door, Thomas Stanley, W2
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