Better tax returns for your family in 2014

As of January 1, millions of Americans are either newly insured or experiencing changes with their health insurance and are asking, “How will the Affordable Care Act affect my tax return?”And TALK ABOUT UNCLAIMED FUNDS! When it comes to self-prepared tax returns, did you know we left more than A BILLION DOLLARS on the table last year? So how do you make sure I’m getting every penny I deserve?Tax expert Richard Gartland  has some answers....more

Wait .... Don't Buy That Now!

Are you trying to save money ... or maybe you'd like to stop impulse buying?  A really great money-saving rule is to create a 30-day list. Creating a list is easy to do on your smartphone in the 'notes' section and works great since most of us always have our smartphones with us....more

4 Ways to Get Your Kids Excited About Saving Money

Some kids get a huge thrill out of filling up their piggy banks. Others are just as happy spending it as it comes in. On such a small scale, both scenarios are perfectly acceptable. There's not a thing that $20 in a penny bank is going to make or break. But the "spend it as it comes in" mentality is poisonous if it's allowed to manifest itself in a child's thought process....more

Are You Winning Financially?

It’s no secret that our household income took a hit in the past 6 months. I’ve shared that as I launched Workable Wealth, I transitioned out of my full-time job as Director of Financial Planning with a local San Diego wealth management firm to part-time through the end of 2013 and now, I am contracting in on an as needed basis....more

7 Ways to Spend Less in 2014

2013 is coming to a close and many of us are finding ourselves looking for ways to reduce spending in the New Year. Aside from some of the typical brown bag your lunches and skip the lattes advice (which is also great by the way), below are some big picture considerations and steps to take to keep more money in your pocket for 2014:...more
Great post...I do home care and my client are low in come and brought up these little facts you ...more

Is Your Money Organized?

This post will give you the steps you need to take to get financially organized for 2014. Many people just aren’t sure where to start with their finances. Here you’ll find you items to consider in some of the main financial planning categories and actionable strategies for you to take and go through on your own. So stop stressing about your money and start writing down your goals and checking in on your financial status.GOALS:...more

7 Money Decisions to Make Now that You’re Married

Although it’s ideal to have money conversations with your partner prior to walking down the aisle, things don’t always happen the way they should. Whether you’re engaged, newlywed or years into a blissful marriage, below are 7 Money Decisions you and your partner need to make to set yourselves up for financial success:1.     Will we keep separate bank accounts or combine?...more
Thanks!more

Are You and Your Partner Talking About Money?

How often do you talk about money with your partner, your friends, or even your coworkers? Are you comfortable discussing money?...more
We use google docs for our budget too. Every tie we update the budget, we create a new tab in ...more

Bitcoin 101: Why You Need To Pay Attention

In the news and all over the web, people have been chatting away about the latest in online currency, Bitcoin. If you are anything like me, you've been wondering what in the world is this thing?Well…wonder no more. Check out my musings on the elusive currency and why you need to pay attention....more
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