Warning: Don't Be Scammed Into Overpaying Your Taxes

There is a new and very frightening scam out there to get you to pay even more of your hard earned dollars to the IRS.  Unfortunately, I have learned of the reality of this scam because I’m the recipient of a letter from the IRS demanding I pay $2, 226 additional taxes based on an inaccurate Schedule 1099-C filed from a less than reputable company....more

A Parent's Act of Love

Psychiatrists have long equated the reluctance to write a will, prepare an advance directive or estate plan, with fear of dying.Who wants to think about planning for death? We'd rather do just about anything else. However, we must confront our mortality. We can't afford to have illusions that it won’t happen to us. We have to face giving up our possessions and power. We have to deal with uncomfortable subjects like aging, illness, death, inheritance and a host of other things we’ve managed to avoid thinking about....more

Guest Post: Your Financial Big Picture: Why Estate Planning is an Investment in Your Family's Future

Background Information I recently noticed this post shared by Danielle G. Van Ess on her Facebook page....more

Absolutely Critical: How to Plan for the Future for Your Child With Special Needs

A lot of us like to put our hands over our ears and shout LA LA LA LA LA when asked to think about formulating a life care plan, because that means we're envisioning our children with special needs having a future without us at their side. ...more

I think one of the best things we could do at our house is remove the emotional part of all of ...more

Planning for THEM

A good friend once said something a few years ago that drastically changed the way that I view finances. He said that the true sign of financial maturity is when your attention shifts to providing for generations after you. That doesn’t necessarily mean that you have the finances available to start funds for your ancestors, but that your mindset changes from “planning for me” to “planning for them.”   We live in a society that has seemingly abandoned the practice of exercising financial integrity, much less passing it on to the next generation....more

6 great ways to save money for Earth Day

~ Elizabeth Burman, AKA "Almostgotit," blogs at Almostgotit.com ~ ...more

Why Women Must Plan Their Own Retirement!

As women, we are likely to outlive our spouses or partners by an average of 5 years. Although this may seem financially insignificant when planning for a 20 to 25 year retirement, it could potentially be our most expensive years. Things Women Need To Know ...more

Can A Financial Plan Help Me Reach My 2019 Financial Goals?

As Northwest Flight 2016 taxied down the runway at Midway Airport, I turned the page of Muriel Barbery's "The Elegance of The Hedgehog" and read this: ...more

Futures happen whether we are ready or not. Someday we'll all get to the point we can't work, ...more

What are the roadblocks to successful money management?

They aren't necessarily roadblocks but obstacles could be a kinder, gentler word. One that doesn't raise the blood pressure for an already weakened heart after the credit card balance and checking account balance pas de deux. ...more

Nice post. I totally relate. I've stopped going to Target because it sucks me dry when I stop in ...more

Planning for your 2009 Financial Plan (sounds redundant but OH SO helpful)

Welcome to the End of the Year! That magical time when it's recommended that you begin looking at your finances in preparation for the new year and tax time. But, if you're anything like me, you'd rather spend that time watching 30 Rock reruns and behaving as if the IRS is in some building next to Narnia. Unfortunately the IRS is a real place. I've actually seen it with my own eyes and received a letter from them about owing them a surprising amount of money that I quickly had framed after I came to of course. ...more