Tips For Organizing Finances

Do's and Dont's for Organizing Your Financial Life

At some point in life, we encounter times when we need to buckle down and get busy organizing finances. Whether it be paperwork, investment accounts or due to a life altering event such as;  loss of spouse or divorce. Either way, financial implications cause us to make every effort to take back control. Here is […]

There’s Still Time to Contribute to an IRA for 2015

There’s still time to make a regular IRA contribution for 2015! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2015 ($6,500 if you were age 50 by December 31, 2015). For most taxpayers, the contribution deadline for 2015 is April 18, 2016 (April 19, 2016, if […]

“Open to Hope Radio Show – Finances After Loss”
by Open to Hope

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Open to Hope Radio show – Finances After Loss

I became acquainted with Dr. Gloria Horsley and Dr. Heidi Horsley at an event called Camp Widow for people who have lost their spouse. This event took place in San Diego by the Soaring Spirits Loss Foundation and I was asked to speak on the topic of “Finances After Loss”.

Dr. Gloria and Dr. Heidi were also asked to speak on the topic of finding hope after loss. You can listen and find out more about them at Open to Hope, a non-profit organization.

I have listened to two episodes so far and I am impressed. Recently they interviewed me regarding “Finances After Loss”. Check it out!

Feeling Paperwhelmed? A Guide in What to Keep and What to Toss

People always ask me how long they should keep their tax returns?  So, is the 7 year rule of thumb fact or fiction? What about those quarterly and annual statements you get about your investment accounts? And how long to keep bank statements before throwing them away?   One year? Three years? Seven years? You […]

The Dangers of Investing – 9 Ways to Manage Your Risk

Risk means different things to different people in investing. It can mean the possibility of losing money. It can mean the set back of a disappointing return. Whatever the case, ‘risk’ spells D.A.N.G.E.R. when it comes to investing, right? That’s why, I’m here to tell you that it’s oh-so-important to put in place some important […]

5 Inspirational Books on Money

One of my favorite pass times is reading. Naturally, you might suspect that since I’m passionate about Financial Planning I’ve read a few books on the subject. It’s true!  But one does not need to be giddy about their personal finances to be inspired by a few great reads. Yes, I said it, INSPIRED! If […]

5 Days to Your Best Finances Ever

January. A time for new goals and resolutions to be set and obtained. If you are anything like me, I have big time aspirations to accomplish many things. But often times, if I’m not intentional those ideas get pushed to the wayside when other pressing matters come to the surface. Thus, I decided to provide […]