Hello! I'm Tracy and welcome to my blog which is designed to talk about financial planning through stories. We can relate to stories in a way that we might find it hard to do with a spreadsheet. Many of us, particularly women, seem to have this love/hate relationship with our finances and I hope this blog helps break down some of those barriers!
So, grab a cup of coffee (or a delicious glass of wine!), pull up a chair and let's work through some important topics together.
And if you have ideas for future topics, please let me know - you can email me at firstname.lastname@example.org
If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....Read More
Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....Read More
While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...Read More
SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...Read More
Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...Read More
You may have seen the latest regarding Aretha Franklin's estate. The Queen of Soul passed in 2018, and years later, her loved ones are still caught in legal trials thanks to the existence of multiple wills. As heart-wrenching as this...Read More
In preparing this blog for Teach Your Kid to Save Day, I decided the best way to approach it was to let my sons share their memories and perspective on the lessons they’ve learned about setting aside money.Read More
During this season of volatility and unknowns, retirement has been top of mind for many of us. Check out our answers to the most-asked questions regarding retirement.Read More
Navigating a divorce consists of many painful and challenging decisions. Don’t know where to begin? These four steps can help you organize your thoughts in preparation to protect yourself, your children and your financial future.Read More