Tweet Almost three years ago, we launched this financial wellness blog and I was pleased to be one of the financial planners chosen to share bits of wisdom and personal finance tips with you. Since then, I’ve written on everything … Continue reading
Tweet Robots have replaced many jobs that people used to do. Luckily, they haven’t replaced all of them but there is something to be said for programming a robot to do a job. They just do what they are told. … Continue reading
Tweet Last year, employees got a break, a 2% bump in their take home pay, thanks to the payroll tax holiday enacted by President Obama to try to boost the economy in 2011- 2012. The employees’ share of Social Security … Continue reading
Live below your means and hold on to lump sums of cash “for dear life.” Continue reading
Take these steps to minimize the chances of being audited by the IRS. Continue reading
If you can’t file your taxes by April 15th, you can file for an automatic extension. Continue reading
The right kind of gift to your loved one on Valentine’s Day can go a long way. Continue reading
Keep records you might need in an IRS audit and shred the rest. Continue reading
If you want to be able to retire, get your ducks in a row. Continue reading
Pass this advice on to the young parents in your life. Continue reading
