BLOGS

Mid Year Money Tips

MID YEAR MONEY TIPS Mid-year, is a great time to do a financial check in with yourself, to see where you currently stand with your finances, how much progress you have made since the beginning of the year, and how far you have to go to reach your annual financial goals by the end of

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Backdoor Roth: Not So “Hush-Hush”

BACKDOOR ROTH: NOT SO “HUSH-HUSH“ Summary: If modified adjusted gross income (MAGI) is too high to make direct Roth IRA contributions, backdoor Roth contributions can be made  Pro-rata taxation of pre-tax IRA assets applies when implementing backdoor Roth  Backdoor Roth contributions may be optimal once other retirement savings options (i.e. 401k’s and/or HSA’s) have been

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Divorce

DIVORCE Today, I’m talking about a topic that can be one of the most difficult times in your financial life: going through a divorce.   Not only is divorce an extremely emotionally stressful time, it is often a huge financial stressor as well.  You will be forced to make decisions that are likely to impact

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Money Team

Money Team Today, I would like to discuss three key players who are important to have in your corner when it comes to helping you with your financial affairs.  I like to call them “Your Money Team”. They are a: Financial Advisor/Certified Financial Planner CPA/Tax Advisor Estate Planning Attorney   1 – A Financial Advisor/Planner:

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Know Your Number: Net Worth

Net Worth Today we are going to talk about Knowing Your Number, or your net worth.   Your net worth is simply everything you own minus what you owe. And although the concept is pretty simple, a lot of people don’t take the time to fully understand where they are financially.  And let’s be honest, we

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Talking to your Spouse about Finances

TALKING TO YOUR SPOUSE ABOUT FINANCES Today I’m diving into the details of something many of us find difficult-talking to your partner or spouse about money matters.   If you have a spouse or partner, it’s very important to communicate with that person about your financial situation.     Even the strongest couples can have miscommunication

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Short vs Long Term Investing

SHORT VS LONG TERM INVESTING Today we are going to discuss one way to minimize risk when we invest: by  short and long term investing. Being invested properly is an important component to having a sound financial plan, part of being invested correctly includes making sure that the amount of risk you take matches your

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Saving Automatically

Saving Automatically You may or may not know that February 24-29th is America Saves Week. America Saves Week began in 2007, and it’s an annual call to action to encourage Americans to commit to saving successfully.  Each day of the week has a different theme, such as: saving automatically, saving with a plan, saving to

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Triangle Pose

TRIANGLE POSE Ever since I was a young girl, three has always been my favorite number.  Its symbolism appears quite frequently in religion, fairy tales, mythology, and literature.  Even yoga contains the trinity of mind, body, and spirit. Trikonasana is one of the fundamental poses in yoga, and it is meant to bring the mind,

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Chair Pose-Utkatasana

CHAIR POSE-UTKATASANA In English, we call Utkatasana, chair pose, because it looks as if we are sitting back in an imaginary chair. And while we tend to think of sitting down in a chair as taking a load off, sitting back in an imaginary chair is harder than it appears. In Sanskrit, Utkatasana doesn’t actually

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Warrior

WARRIOR Warrior Pose (Virabhadrasana) If you’ve ever attended a yoga class before, then it’s very likely you’ve stood in Warrior Pose. It’s one of the most common postures practiced in traditional yoga, today. Translated from Sanskrit, Virabhadrasana literally means “Hero Friend” pose. Virabhadra was a fierce warrior who saved the day in an ancient mythological

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Downward Facing Dog

DOWNWARD FACING DOG Buy Low, Sell High! One of the most time-honored pieces of financial market advice is to “buy low and sell high.”  This means that we want to buy into investments at low prices, and then sell them at higher prices so that we can realize a profit.  Makes simple sense, right?  Yet,

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No Mud, No Lotus

NO MUD, NO LOTUS Money Messages from the Mat (Part One) Welcome to the first digest of the “Money Messages from the Mat” series.  Over the next several weeks, I’ll be taking one yoga pose at a time, and showing you how to apply the lessons we learn from these postures, out into the real

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