Spring Cleaning!

Everyone thinks of January 1st as the time to start fresh and change things we want to change, but I see spring as an even more opportune time for this. Here are eight SPRING CLEANING items you can tackle now: Let’s face it, when the sun is shining, the days are longer and the temps… Read on…


This Triple Scores You a Homerun

Despite the snow on the ground and freezing temperatures outside, we are at least beginning to see the daylight lasting a little longer, the first sign that we “are on the other side” of winter. Another sure sign of spring approaching for us hearty New Englanders is when the Red Sox report to Florida for… Read on…


‘Tis the Season to be…Fearful?

Earlier this week, I was engaging in the nightly ritual of moving the Elf on the Shelf to a new location. As the tale goes, he had flown back to the North Pole overnight and reported to Santa whether my children were naughty or nice that day. Given my boys are now 16, 14 and 12,… Read on…


Punt Returns and Roth IRAs

I’ve been watching my boys play football for years, and I LOVE watching them, but I still struggle with many of the rules. Recently, I’ve been trying to figure out punt return vs kick return and when you are supposed to touch the ball vs not touch the ball and just let it roll. Go… Read on…


The Critical Last Step

As a parent of teens, part of my role as their mom is to begin letting go of making sure they are on top of everything they need to be on top of. It was a really hard lesson for one of my boys this past school year when he completed all the work for… Read on…


A Lost Treasure

A couple of weeks ago, my youngest said to me, “Mom, do you know there is a website for unclaimed property?” Well, yes, I do. But I told him that does not apply to me. After all, I know exactly where all my property is! I’m sure you’ve heard the commercial on the radio as… Read on…


The Psychology of Money

In a recent meeting with a client who had just made a significant purchase, I asked the question, “How are you feeling about it?” An emphatic “Great Question!” was her response. We had discussed it often, run the numbers more than once on various options, and the numbers showed she could both afford it and choose how… Read on…


Wait! Don’t Throw That Out!

Do you ever get so much “stuff” piled up on your kitchen counter…or desk, or side table or wherever you keep the “papers I may need but don’t have time to address right now” pile…that you just want to take it all and throw it in the trash? Poof! Gone. Out of your mind, off… Read on…


Are You REALLY Paying More in Taxes?

Many folks feel overwhelmed by any talk around taxes. This is understandable. Our federal tax code can be a tough code to crack. It is a moving target of rules, income phaseouts and brackets which seem to change on a near constant basis. And then there is simply the tax terminology in general that can… Read on…


Fun Facts 2.0

In my newsletter last month, I talked about some of the changes and confusion around new distribution rules for Inherited IRAs and promised this month I would share a few other changes of the SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement). With some 90+ changes that pertain to individuals, employers, trusts and… Read on…