True story.  I remember vividly how excited I was to learn how to prepare a tax return in my 6th grade math class! I know, hard to believe. With so much on our kid’s plate in school, building an understanding…

Another tax topic, sorry I cannot help myself. Few things are certain. When you earn income you pay taxes. My Dad always says, if you are paying taxes that is a good thing, that means you are making money.  As…

One definition of estate is an extensive area of land in the country, usually with a large house, owned by one person, family, or organization. Another definition is all the money and property owned by one person. When you think…

I have been playing a bit of tennis lately so I will start with a tennis analogy. So many times I see a wide open court, know where I want to send the ball, and dump it into the net.…

If you are thinking about switching jobs, or going back to work after leaving the workforce to take care of family, now is a great time. Why? In the middle of a pandemic? Yes, especially now. First, companies have learned…

Back on my tax kick. I have listened to two presentations this week discussing proposed changes to estate taxes and they are big. You cannot plan for something you don’t know will happen but we can plan for what we…

I love to write down quotes that I hear or read and then steal them! I always though tell people that this isn’t my orginal thought. Here is a good one that I heard Don’t give someone or something free…

We underestimate how we are creatures of habit. Change most often ends up being good, we cannot be afraid of change. Let’s think about some of the bigger changes in our lives and why we need to be adaptable. Job…

One way to survive market volatility is to just not look. Yes, of course that makes sense, but this certainly is not practical, and most people invested in the market feel that they should know what is going on. I…