Tag Archives: personal finance

Action Items for the New Year

I wrote this blog two years ago as a means of encouraging readers to prepare for the New Year.  Well, two years later, this message is still relevant as the times have not changed much from the prior years. Therefore, … Continue reading

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Start Smart in 2025

Let’s face it, 2024 had been a very challenging year for everyone regardless of income level.  As we prepare for 2025, let’s start planning now in order to avoid some of the financial pitfalls encountered in 2024. For example, have … Continue reading

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Top 6 Action Items for the New Year

As 2008 draws to a close, many are hopeful for significant changes in 2009.  Among these is a better economic outlook.  But what can you do now to make way for a better economic outlook?   Keep enough cash available.  … Continue reading

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Check up on your charity

    These days you may receive several calls or mailings for making charitable donations.  Of course we all want to help out.  Money is very tight in this economy and no one wants to feel that they are being … Continue reading

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Get it in writing.

  Many people are now borrowing from family and friends due to the current economic crisis.   This new phenomenon known as social lending has increased significantly over the past year. However, many fail to document the loan.  This in turn … Continue reading

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Women need to save more for retirement

  I recently came across an article about why women should save more for retirement.  Interesting I thought. So I kept reading. The primary reason that we should save more is because we tend to outlive men.  And the longer … Continue reading

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How I saved money in college.

Ok. So it’s time to send your kids off to college.  With the economy being the way it is, we must always remember to save. But how do you save while attending college?  I’ll share some of my strategies with … Continue reading

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There is still time to amend your tax return.

During the course of tax season, many people make mistakes when preparing their returns.  Some of the most common involve the filing status, number of dependents, total income and deductions.  Other mistakes such as computational errors are usually corrected by … Continue reading

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Teaching your kids how to save

It has often been said that a penny saved is a penny earned.  This phrase has been passed down from generations.  But sometimes it gets lost and not passed down from a parent to a child.  But how do we … Continue reading

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Money and Dating

Should you date someone who makes more or less money than you do?  This is a tough question because we can’t help who we end up falling in love with.  But personal finances are a big part of any relationship … Continue reading

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