Free financial mentoring from Savvy Ladies Savvy Ladies is a not-for-profit organization formed to provide free financial mentoring to women. How does it do this? An army of volunteers, to …
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November Thinking About Taxes: Really?
November thinking about taxes: In general, November is not the normal time to think about tax planning. Tax planning is considered an annual drudgery beginning around January 15 and ending on …
Veterans Day, Wartime, and Money Messages
Veterans Day, Wartime and Money Messages On Veterans Day, we honor veterans of all wartime eras. The oldest living veterans are members of the "Greatest Generation" - famous for many distinctive …
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What Is Retired Husband Syndrome?
What is retired husband syndrome? I first heard of Retired Husband Syndrome (RHS) at a book signing in 2013. From across the book section in the exhibit hall, I saw a young man with jet black hair …
IRA RMD? Try ABC
IRA RMD? Try ABC Studies show more RMD’s (Required Minimum Distributions) are taken in the fourth quarter than the first nine months of the year. What are RMDs? Required Minimum Distributions …
Fourth Quarter Tax Tip: Check Your Fund Distributions
Fourth quarter tax tip: If you hold any mutual funds in non-retirement, taxable accounts, now is the time to begin checking on "projected capital gain distributions." What are projected capital …
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The Retirement Answer? A Blank Stare
The Retirement Answer? A Blank Stare I had just asked a 59-year-old, "You said you can retire in 3 years. How will you spend your time after that?" Expressionless, all he gave was a blank stare. …
Before You Click Renew: Fall Enrollment Reminders
Before you click Renew - Fall Enrollment Reminders. When it comes to employer, private health, and Medicare benefits, it's easy to simply renew last year's choices. However, it can be worth …
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NOW I Get It: 5 Lessons From Disaster Checklists
Like many in Florida this time of hurricane season, I am remembering the not-so-distant past experience with Hurricane Irma. Below are 5 lessons from disaster checklists. In that year, I thought I …
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Death By A Thousand Indecisions
“Then indecision brings its own delays, And days are lost lamenting over lost days. Are you in earnest? Seize this very minute; What you can do, or dream you can do, begin it; Boldness has genius, …
