Building Financial Confidence (My Video Debut!)

I was thrilled to recently be a part of “The Karen Walrond Show,” a web TV show with episodes at CafeMom.com. The topic of our discussion was “building financial confidence”.  Karen made the point – which I often find to be true – that many women handle their family’s day to day finances (like balancing […]

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Divorce & Your Money: Tax Issues

This is the seventh post in my “Divorce & Your Money” series. Taxes are never fun, but there are new things to consider when it comes to divorce. Filing Status If your divorce is final by the end of the year, you are considered unmarried for the entire year.  Your tax filing status would be […]

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September Garden Report

Just as I did for June, July and August, it’s time for another garden update.  Here’s what was happening in September: Tomatoes, tomatoes, tomatoes.  Finally some are starting to die off.  We pulled a half dozen and trimmed out the rest, but there’s still a bowlful of sungolds every morning and more on the vine.  […]

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Divorce & Your Money: Retirement Assets

This is the sixth post in my “Divorce & Your Money” series. Also watch this podcast interview on retirement assets and divorce.  For many, retirement savings in a 401(k) or IRA may be their biggest financial asset.  Here is a summary of retirement account basics and how they may be divided in the event of […]

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Company Stock in a Retirement Plan? Consider NUA

If you are changing jobs or retiring, and shares in your company stock are part of your retirement plan, you have an additional option to consider when you transfer this asset out of the company plan.  Net Unrealized Appreciation (NUA) is a strategy which may significantly reduce the tax liability on your retirement plan. What […]

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Divorce & Your Money: Liabilities

This is the fifth post in my “Divorce & Your Money” series. In addition to their assets, a divorcing couple must identify their financial debts or liabilities.  Division and responsibility for each will be part of their divorce settlement. Debt may have been part of the marriage, but hopefully it won’t be part of the […]

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Adopting? Feel Financially Prepared in Four Steps

Are you thinking about adopting a child?  That’s wonderful! Parents thinking about adoption may be very anxious about the financial aspects of the process.  I’d like to take some of the mystery out of it, so parents don’t unnecessarily delay for financial reasons. Here are four financial action steps to help prospective adoptive parents feel […]

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Divorce & Your Money: Financial Assets

This is the fourth post in my “Divorce & Your Money” series. A divorcing couple must identify and evaluate their financial assets and liabilities.  Division and responsibility for each will be part of their divorce settlement.       Make a List Start by making a list of your assets.  The list should include: Cash […]

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Divorce & Your Money: What is Marital Property?

This is the third post in my “Divorce & Your Money” series.  There may be some confusion about which property (assets or money) may be considered “yours”, “mine” and “ours”.  Property often gets jumbled together in the course of a marriage.  However, some assets (or debts) may be excluded from the settlement agreement. Understanding the […]

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August Garden Report

Just as I did for June and July, it’s time for another garden update.  Here’s what was happening in August: Holy tomatoes! We planted FIFTY tomato plants this year, on somewhat of a whim.  (Last year we had maybe five.) We did a few cherry tomatoes and big heirloom slicing tomatoes, but maybe 40 of […]

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