Ready or not?

Ready or not?

The new decade is finally in full swing. With big holidays the last couple weeks, you might be like me — this week is when the real work begins. The work of doing something NOW to start in on those goals for the year. As I recently wrote: it’s not about...
Giving — to yourself!

Giving — to yourself!

Well, here we are into December, the final month of 2019 — and the final month of this DECADE. A lot sure has changed, for you, for me, and for the world. But before we wax too retrospective, let’s sit where we are for a bit. The December holidays are upon...
Quick year-end moves

Quick year-end moves

If you want to take your own bull by the proverbial horns, I have some quick ideas for you to save on your 2019 taxes. Here we go… Lisa Heckman’s “Real World” Personal Strategy Note Year-End Moves to Save on Your 2019 Taxes “You miss 100%...
Giving — to yourself

Giving — to yourself

Well, here we are into December, the final month of 2019 — and the final month of this DECADE. A lot sure has changed, for you, for me, and for the world. But before we wax too retrospective, let’s sit where we are for a bit. The December holidays are upon...
Year-End Giving Tax Scams

Year-End Giving Tax Scams

Is the holiday season indeed “the most wonderful time of the year”? One could make a strong argument. However, for every gift we receive there are 10 or so emails asking us to give to a cause. Whether online or via snail mail, charitable organizations...
Managing your plastic.

Managing your plastic.

Do you remember that old Visa commercial? It had quite a run during sporting events about a decade ago … everything in the restaurant/market is running smoothly — chefs are shipping up meals, customers are moving in an orderly fashion, credit card...