by Robyn | Jul 11, 2017 | Financial Literacy, Financial Organization
Financial therapy is a new and growing area of financial assistance. Whereas financial advisors and financial planners consult on how to invest, protect and grow money, financial therapists address the more human side of personal finances. They help clients work on...
by Robyn | Jun 27, 2017 | Financial Literacy, Financial Organization
Considering I am a daily money manager, it won’t surprise you that teaching my daughter money skills is a high priority on my parenting to-do list. From an early age, my husband and I gave Gabrielle a weekly allowance. The purpose of the allowance, in addition to...
by Robyn | Apr 11, 2017 | Financial Literacy, General, Helping Mom & Dad
This is a tale of two agents by power of attorney. Our legal and financial advisors tell us we need a durable power of attorney for finances. With this legal document we name an “agent” who will manage our finances should we not be able to ourselves. Some people name...
by Robyn | Aug 23, 2016 | Financial Literacy, General, Helping Mom & Dad, Saving Money
Typically paid personal care, such as dressing and bathing, is not tax deductible. If an individual meets the IRS requirements, however, long term personal care can be deducted as a medical expense. Before you toss your spouse’s or parents’ long term care bills, check...
by Robyn | Jul 12, 2016 | Financial Literacy, Financial Organization, Saving Money
Note: This is a guest blog by my colleague, Christine Moriarty, CFP, of MoneyPeace, Inc. When it comes to cost versus convenience, many of us opt for convenience. In this fast paced world, saving time seems to have universal appeal throughout the classes and the...
by Robyn | Jun 7, 2016 | Budgeting, Credit Cards, Financial Literacy, Financial Organization, Saving Money
US government agencies work to help consumers make wise choices and stay healthy and safe. Their information is made available to us in over 200 publications, which you can order or download at www.publications.usa.gov. Depending on the publication, they are available...
