There are some lessons you end up being taught more than once
We all learn lessons the hard way in life. In elementary school, lessons have to be taught 9-15 times before the average kid in the classroom has learned it, moved that material from short term memory to long term memory. Some students need more repetitions, some need less. And we…
What’s new with the federal “Where’s My Refund?” tool
We all know that the IRS is badly behind, especially if you had to file anything paper in the last few years. But they did just come out with a new upgrade to their “Where’s My Refund” software tool, and one that is much appreciated. Now, instead of just seeing…
Did you know? Migratory bird count day is like investing
Saturday May 14th was migratory bird count day, also known as Big Day. And it was a big day in our house. We updated our checklists from the February Great Backyard Bird Count, since not all of our winter friends stay year round, and we gain new summer friends, plus…
In the Journal of Financial Planning – Hurdles for tax preparation
In the May 2022 issue of the Journal of Financial Planning, members of the Financial Planning Association community were asked to weigh in on the topic of what do we spend a lot of time doing, that we wish we spent less on? I was quoted about two particularly time…
1 Week For Small Business Owners To Act – EIDL
Small business owners: If you took a COVID-19 Economic Injury Disaster Loan (EIDL) for your business, you now have a May 16, 2022 deadline! If your small business applied for a COVID-19 Economic Injury Disaster Loan (EIDL) in 2020 or 2021 (which may have been approved up through May 6,…
Book Review – Not What I Expected – Parenting
Introduction I just finished reading the book Not What I Expected: Help and Hope for Parents of Atypical Children, by Rita Eichenstein PhD (also available at RPL), a “licensed psychologist who “specializes in pediatric neuropsychological assessments and parent training skills”. Her book is designed for parents of children who do…
Should children receive an allowance?
One of the other ladies in a financial networking group asked for the group experience with raising children (hers is almost 13) and giving an allowance. We were asked what we were doing, and how it was working out. Here was my response: How are we handling their allowance? My…
In the Journal of Financial Planning – Measuring success and satisfaction
In the January 2022 edition of the Journal of Financial Planning, members of the FPA community were asked to weigh in on the topic of measuring success and satisfaction. I was quoted, talking about making progress on professional credentials, having time and the ability to schedule to handle my children’s…
Practical considerations when using your non-governmental 457(b)
Do you have access to a non-governmental 457(b), such as by being a highly compensated employee at a non-profit medical institution? Yesterday my article on practical considerations of optimizing their use was published on the White Coat Investor blog.
Hey sandwich generation, will you be toast? Book review – Already Toast
Time for another book review, pulling out the key points from the book Already Toast, by Kate Washington PhD, which I was able to obtain from the Rochester Public Library through their Interlibrary Loan service. She was a mom, wife, daughter-in-law, and freelance writer with a good career, when her…