When I transitioned from fundraising in the nonprofit sector to financial planning, I was interested in how giving back can be part of a household’s financial plan. Many of us
Graphs and Geekery
I just brought my tomato starts inside for the night because of a frost warning. Spring in Portland has been rather moody. We have had a rapid rotation between heavier
Graphs and Geekery
Welcome to the Year of the Tiger! Anyone else have a bit of cognitive dissonance going on? Inflation hit its highest calendar year pace since 1981, but real[1] Gross Domestic Product
Child Tax Credit: What You Need to Know
If you are a parent of a child under the age of 17, you may have heard about recent changes to the child tax credit or even received a letter
Tips to Save Money When Buying a Car
There are two kinds of people: those who like cars and those who don’t care about them. I’m one of the former; people who are better at building wealth are
How and Why to Put Your Nanny on Payroll
Ahh … summer is nearly here. Time to relax and enjoy the sunshine, dip your feet in the ocean and feel a warm breeze blow through your hair… The serenity
Last Minute Money Moves for 2020
Congratulations, you survived 2020! There are only a few weeks left in the year, but still enough time for a few money moves. Many economic commentaries have noted a “K-Shaped”
Thoughts on Leaving NYC …
After nearly 25 years, 2 degrees from NYU, 13 apartments, 2 boroughs, 5 neighborhoods, 2 cats, 1 husband, three kids and one dog, we packed up and left my favorite
Down to a Single Income? 3 Tips to Make it a Detour, not a Setback
2020 has brought more than its fair share of challenges. For many dual-income couples, you’ve spent the year balancing careers, working from home, figuring out childcare and distance learning, and
