Taking a break; Money and More© February 2020

Money and More©  will be taking a break during Tax Season. Look for the next post in late April or early May when I come out of being tax comatose.   In the meantime, if your situations merits it,  consider Roth Conversions while the market is down.  

3 Steps to Prep for Tax Preparation; Money and More© January 2020

Having prepared taxes for almost a decade, I have learned what our best clients do to get ready for tax preparation.  US Income Tax law is quite complicated and can be intimidating if not overwhelming.  Before entering the financial planning profession,  I used outside preparers for my increasingly complex personal return.  At that time, I… [Continue]

The Strategic College Plan

Essential Financial Strategies is pleased to announce a new service–The Strategic College Plan.   This service helps families figure out how to pay for college while minimizing  the future burden of college student loans.   Using a sophisticated knowledge base, Rorik Larson assists families to predict their Expected Family Contribution.  Then they can select colleges that fit… [Continue]

Financial Peace: Creating it for the New Year; Money and More© December 2019

I have noticed over the years that clients that have financial peace of mind also have is to sufficient liquidity or cash on hand/emergency funds.   Having these funds available helps me and others feel a greater sense of abundance.  It helps cover the financial chaos of life and the ability to pay for life… [Continue]

Creating Luck. I can’t believe how lucky they are! Money and More© November 21, 2019

“They are so lucky!”  How often have I heard this exclaimed?  If you are like me, you’ve probably heard something like this a whole bunch of times.   In varying ways I say it to myself as well while not considering in the moment how they created the luck. Sometimes I will say to myself,… [Continue]

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