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WashDC

The American Taxpayer Relief Act of 2012

With time running out, dramatic last-minute negotiations to avoid the fiscal cliff resulted in the American Taxpayer Relief Act of 2012. (It may have helped us avoid the fiscal cliff but I’m not sure how much relief it provided!! ) Learn More in this market update:  ATRA2012

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Bulls an Bears 2

Looking Back, Looking Forward, Looking Out

2012 – The Year in Review 2012 was one for the year books. But then haven’t we said that every year in recent history?  After all is said and done The Bulls have it! When I reflect back on 2012 I think of it as the year of the sound bite. Looking back… There was much to […]

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Wedding Rings

Yours, Mine & Ours: Ten Tips for Talking to Your Partner About Money

This can be one of the most difficult of all unions but it doesn’t have to be. Since I started thinking about writing this blog I seem to keep having a recurring thought…If I had only known. This is true on so many levels that I toyed with the idea of making that the name […]

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Monopoly Money

Raising Financially Savvy Kids

During the 1990s it may have seemed like money grew on trees. We had a robust market where investment portfolios grew significantly and a lot of people used their home equity as a line of credit. In the last 10 years this has changed. Just as it’s important to talk to your aging parents about […]

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Keys

Your Aging Parents and Money

It’s important to create an open and honest dialogue with our aging parents about their financial situation, their desires and their concerns – before it’s too late; before an illness such as dementia makes this impossible. There are a lot of uncertainties when it comes to the aging process. It’s a source of angst for […]

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A Plan is a Prayer on Steroids

A Plan is a Prayer on Steroids Has this ever happened to you? I was heading out on a walk this weekend and something inspired me. When I walk I usually like solitude to give my thoughts time to gel. Something told me to grab my IPod and listen to a podcast instead of my […]

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