money management Archives

money management, saving · April 30, 2025

The Best Cash Moves Right Now

Whether you are working on building up an emergency savings account or are nearing retirement and are following my advice to have two to three years of living expenses set aside in cash (in addition t

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emergency fund, financial security, money management · April 23, 2025

Don’t Just Worry About a Recession. Prepare.

The economic fallout from a change in U.S. tariffs on imported goods and services has already sent stock values tumbling, caused turmoil in the bond market, and pushed down the value of the U.S. d

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do's and don’ts., investing, money management · January 1, 2025

The Best Money Move for 2025

Okay my friends, here we are in a new year! I send heartfelt wishes for health and happiness. For you, and for your loved ones. Let’s always remember that is what matters most.

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401k, emergency fund, IRA, money management, retirement · August 14, 2024

Emergency Withdrawals from Retirement Accounts

Making an “early” withdrawal from a retirement account is typically a costly decision, as the government tacks on a 10% penalty for early withdrawals made from traditional IRAs and 401(k)s before

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IRA, money management, retirement, roth IRA · August 7, 2024

The Latest IRA RMD Rule Update

We finally have definitive rules from the IRS on how IRA beneficiaries must handle required minimum distributions (RMD).

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financial security, money management · July 10, 2024

3 Easy Financial Housekeeping Tasks with a Big Payoff

The slowed-down pace of summer for many of us makes it an ideal time to tackle some important financial housekeeping tasks. No heavy lifting, but rather, some quick check-ins

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financial independence, money management, saving · June 5, 2024

Important Financial Advice for Graduates

As graduation season winds down, I want to share my most important, most helpful, and most heartfelt piece of advice for everyone about to launch into full-fledged adulting. (If you’re reading thi

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children, do's and don’ts., family, financial security, gift giving, money management, personal growth, relationships · February 21, 2024

How to Help Your Kids Without Hurting Yourself Financially

According to a new survey from the Pew Research Center, many young adults are still reliant on a parent for financial help. Just 45% of young adults between the ages of 18-34 say they are complete

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financial independence, financial security, investing, money management, Podcast, saving money · November 11, 2023

Podcast Episode – Suze School: Are You Attracted or Repelled by Your Money?

In this Suze School, Suze teaches about the key to attaining financial independence. Two important questions for you to ask yourself about how you feel about money is the first step.

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do's and don’ts., gift giving, money management, saving · October 25, 2023

How to Make 2024 More Financially Secure

Now that we have turned the corner into fall, this is the time when one single decision can set you up for a more financially secure 2024.

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Category Archives: money management