I just wrote about twelve thousand words, basically, a whole year's worth of blog entries, over the past twenty-four hours or so. I did it in Evernote so I could share the folder with my editor so you get to escape the burden of seeing my first drafts. The format is a letter I send, my Thanksgiving Family Money Letter, which contains links to ( Read more... )

I went to three national conferences this year as I tool up in my new career combining financial planning, tax planning & preparation with investment advising. My brain is chock full of tips and tricks, things I wish you knew, things to bring up if it becomes appropriate. So here's a place for my pot pourri, the things I wish you knew ( Read more... )

Last April I watched as my eldest son drove out of my driveway in his loaded down Subaru with a brand-new Thule box on it, headed for Utah with all his possessions loaded in his modern-day Conestoga wagon. As many of you know, a month later he fell off a cliff and received a terrible spinal cord injury. (Happy update: it was a terrible adventure, ( Read more... )

The Tuesday after Thanksgiving this year is designated locally as "Giving Tuesday". A company called Razoo has figured out how to gamify giving. I don't want to stop anyone from playing if they're so inclined - hey, far be it from me to tell you social media has no redeeming qualities. But there are a lot of different ways to think about charitable ( Read more... )