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  • The Financial Brilliance of Cat Janice

    The Financial Brilliance of Cat Janice

    In January 2024, I joined a small group of friends and supporters in an emotional last-ditch effort to encourage folks on different social media platforms to pre-save Cat Janice’s song, “Dance You Outta My Head.” She was in hospice, nearing the end of a terrific fight with cancer, and she had transferred the rights to…

  • Stop Shortchanging Your Retirement for Student Loan Payments (Your Employer Can Pick Up Some of the Tab)

    Stop Shortchanging Your Retirement for Student Loan Payments (Your Employer Can Pick Up Some of the Tab)

    Balancing near and long-term priorities shows up every day in money management. However, opportunities for doing more of what matters to you are all around. Say you’re working a full-time job, paying off student debt, and still wanting to plan for the future wisely. For many student loan borrowers, the Securing a Strong Retirement (SECURE) 2.0…

  • It’s Groundhog Day. . . again (how to start tax season)

    It’s Groundhog Day. . . again (how to start tax season)

    Well, it’s groundhog day. . . again. And that means two things. First, my family will be eating the order Phil Connors (Bill Murray) places when he’s pulled over by the cops: burgers, milkshakes, coke, and flapjacks. A tradition worth adopting, believe me. Second, it’s tax time! Groundhog day naturally kicks off the tax season…

  • Why It’s Hard To Set Priorities

    Why It’s Hard To Set Priorities

    One of the best-kept “secrets” to success is setting priorities. Our priorities are those things that we regard as important, compared to other areas. If you aren’t sure what your priorities are, take a look at your calendar and your checkbook. How we spend our time and money speaks volumes about what our priorities are,…

  • Benefits Aren’t The Secret To Wealth, But They Help

    Benefits Aren’t The Secret To Wealth, But They Help

    Following your passion is vital. Becoming a tattoo artist? Great. Helping at-risk youth? Awesome. Serving as a pastor? Terrific. No one grows up wanting to spend 40+ hours a week feeling undervalued and doing valueless work. The problem with a lot of “passion” professions, is that the benefits, in terms of retirement accounts, health insurance,…

  • Fall Is The Best Time To Plan

    Fall Is The Best Time To Plan

    Years ago, I heard a master gardener say “fall is the best time to garden.” Those words are as true for those who are cultivating soil as they are for those cultivating their financial future. Fall is the best time for financial planning, because November-December coincides with the annual open enrollment period for employer benefits.…