20 Second Advisor
Financial Insights and Tips. All in 20 Seconds.
20 Second Advisor: Trust and Care
I was out of town for over a week on a cruise celebrating my parents’ 60th wedding anniversary. When I go on vacation, I prefer to not stop my mail or newspaper delivery (yes, I’m one of the few keeping the local paper industry alive). Instead of alerting the postal...
20 Second Advisor: Actions Speak Louder
I was at the gym with my daughter the other day and she wanted to start with the weight machines. I suggested we warm up with the treadmill as I needed to log some miles. She asked why and I mentioned a virtual race I was doing where we log 250 miles by the end of...
20 Second Advisor: Fall, Fire, Football, and…Tax Planning
Fall is my favorite season for many reasons. It ushers in cooler weather, changing leaves, football, and the ability to enjoy a fire! It's also the perfect time to do some tax planning! We have 4 months remaining to implement tax reduction strategies. Here are a few...
20 Second Advisor: Destruction by Caterpillars
Last year I planted a large mandevilla in a pot on the side of my house. Its cheery pink flowers and glossy green leaves were a welcome break on a long windowless stucco wall. It looked pretty glorious for several months. Then I noticed a couple orange caterpillars –...
20 Second Advisor: Back to School
I can’t quite smell the fall leaves in the air yet. The cool autumn breeze has definitely NOT hit our area either, but I see the backpacks and school buses everywhere. It’s that time again - the start of a new school year. While my youngest is starting as a senior in...
20 Second Advisor: Planning Your Next Adventure
July is coming to an end, and maybe you are sitting on the beach as you read this. I hope that you have not waited until now to plan how you are going to pay for this wonderful trip. Instead, you should use this relaxing time on the beach or drive back up the...
20 Second Advisor: The Triumph of the Cockroaches
Two years ago I wrote a blog post about my recent college graduate choosing a first apartment that met his needs (affordable, no roommates) but was, well … not quite what I as a mother would choose for my son:...
20 Second Advisor: Roth In-House Match
Summer is in full swing and the camps, vacations and trips are well underway. If you have a young adult in your household, this may be a time of ramping up resumes and earning some crucial spending money for them through a summer job. My three kids have had a wide...
20 Second Advisor: Savvy Senior Shoppers
While booking a hotel for an upcoming trip, I was reminded that most of our credit cards and memberships provide us with discount opportunities to save on activities we were already going to do. Once I went down the rabbit hole for this small trip, I ended up saving a...
20 Second Advisor: Rhythms of Rest
I sense a collective sigh when summer rolls around each year. I used to think it was only from people with young kids who enjoy a break from the day to day routines, but I'm realizing it's from most everyone I talk to! There is something good about seasons and the...