08 Apr Are You Spending Money to Keep Stuff You Don’t Need
It's estimated that more than one in 10 Americans leases a storage unit. In June 2023, the nationwide prices charged by self-storage facilities averaged $165 per month, after rising 20%...
wealth Tag
01 Apr Do you know if your retirement is at risk?
An analysis of data from the Federal Reserve Survey of Consumer Finances found that 47% of U.S. households were at risk of not having adequate retirement income, but only 19% were aware...
19 Mar Active or Inactive?
Is your asset active or inactive? An active asset generates revenue, such as my client's Airbnb property. Conversely, an inactive asset does not generate income and may even incur expenses, like...
01 Feb SECURE 2.0 Act of 2022
Retirement Investors Get Another Boost from Washington Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and signed by President Biden December 30th, were several provisions...
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...
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...
13 Aug Avoiding Probate
Probate is the process of proving the validity of a will and supervising the administration of an estate usually in the probate court. State law governs the proceedings in the...
12 Aug Should You Consider Tapping the Equity in Your Home?
With home values skyrocketing recently, your home may be one of your largest assets. Using home equity to help finance other financial objectives is a strategy many people consider, but...
12 Aug Preparing for a Natural Disaster
Most areas in the United States are susceptible to some form of natural disaster, whether it's a wildfire, tornado, hurricane, earthquake, or flood. A severe storm or other catastrophic event...