Two Questions

Happy New Year! I am personally and professionally on an “improvement quest.” I’m trying day-by-day to get just a little bit better. I cannot make the grand gesture, implement the great plan, or adhere to a massive life overhaul. I just…

Financial Habits

“We are what we repeatedly do.” ~ Aristotle   I am obsessed (at the moment) with habits - understanding them, creating them, breaking them, and using them to fuel my success. The Power of Habit (Charles Duhigg), Mini-Habits (Stephen…

What Gets Maximized?

I read one of Seth Godin’s blogs that asked that question. I thought it was a pretty good one. In our lives, what gets maximized? When we spend our time, what gets maximized? When we deal with our money, what gets maximized? Decide right…

Reward Yourself – Fuel Rewards

As competition among retailers becomes more and more intense, it makes sense to maximize the rewards that they offer us as consumers. While not new, fuel rewards are an expanding area to review if you are not already taking advantage of them. My…

It’s Half-Time

Just like that, in what seems the blink of eye, 2018 is half over. We’ve hit halftime of our year and like any good football fan knows, halftime can make or break the game. There are those teams who can come together at halftime, assess what…

I’m Glad I Can Cry

“I’m so glad that I can cry in front of my advisor,” a client told me recently. Of course, you can cry! Laugh, rage, pound the table if you want. Her need to shed a few tears had nothing really to do with the dollars and cents; it was…

Change is in the Air

Tax change, that is. My last post went through the basics of your tax return. I want to stick with the tax topic for one more week to give you a quick guide to understanding how the new tax laws will impact your 2018 tax return. Remember,…

Spring has Sprung

As we skip into springtime, we turn our attention to cleaning up our yards and our houses, getting rid of the dead plants and leaves outside, airing out the house, and tidying up our financial lives. Say what? Tidying up our financial lives?…