10 Jan Money Purpose
Getting clear on your view of money’s purpose can be a useful filter when choosing between competing money uses. What makes you happy? What do you dream of? Is money...
socially responsible investing Tag
10 Jan 2023 Key Numbers-Protection Planning
2023 and 2022 numbers for LTC premium deduction limits, per diem limits, health savings accounts, flexible spending accounts and archer medical accounts. Eligible long-term care premium deduction limits: LTC premium deduction limits 2022 2023 Age...
10 Jan 2023 Key Numbers-Retirement Planning
2023 and 2022 contribution rates for employer and individual retirement accounts, including income phase-outs for IRA deductions and ROTH IRA contributions. Employee/individual contribution limits Elective deferral limits 2022 2023 401(k) plans, 403(b) plans, 457(b) plans,...
22 Dec COP15 adopts a plan to protect 30% of land, water.
Good news for the planet with the adoption of a sweeping agreement at COP15. “The threat of a mass extinction of plant and animal species led 195 nations early Monday December...
05 Dec Organized books into Insight
“Accounting is a way to turn organized books into insight.” ~ Seth Godin I enjoyed this Seth Godin post, in particular points 2 and 4, below, which could equally apply to...
21 Apr Earth Day 2022
April 22nd is Earth Day! The first Earth Day on April 22, 1970, activated 20 million Americans from all walks of life and is widely credited with launching the modern environmental...
20 Apr Conscious Wealth Planning Event
Join us for a stimulating conversation about sustainable investing and directing and engaging with your money from a place of purpose and value. I'm excited to be speaking with Françoise Everett...
20 Apr Greenwashing
U.S. Securities and Exchange Commission Chair Gary Gensler in a recent twitter post, commented on greenwashing, and questioned whether firms were adhering to a 1940 law that requires fund names to match...
19 Apr Simplified Employee Pension (SEP IRA)
What is it? A simplified employee pension (SEP) is a written plan that allows employers to make retirement contributions to individual retirement arrangements (called SEP-IRAs) set up for each eligible plan...
10 Apr Should You Speed Up Your Retirement Plans?
According to a March 2021 survey, an estimated 2.8 million Americans ages 55 and older decided to file for Social Security benefits earlier than they expected because of COVID-19. This...