Money and More© December 1, 2018

Black Friday Discount Strategy that works on other days too! I’ve looked at Fitness Trackers for awhile now and have narrowed it down to the Fitbit Charge 3.  I was happy that stores marked it from $150 to $120 on Black Friday.  I discovered that several stores offer additional store benefits as well.   For example,… [Continue]

Money and More© November 17, 2018

Holiday Spending Is January a painful month financially?  For many people, January it is a not great month for their finances.  One reason folks struggle in January is because they overspent in the December holiday season.  Gifts, meals out, parties and more all take a toll on personal finances.  Having a spending plan for the… [Continue]

Money and More© November 10, 2018

What is Retirement The retirement years, for many, no longer exists the way they use to be for the early baby boom generation.  Pensions are no more for many people.  As a result, they must live on Social Security and the savings from a life time of working.  Some folks continue to work into their… [Continue]

Money and More © Orland Park, November 3, 2018

Maintenance While cleaning up and doing tent maintenance after a recent Orland Park Cub Scout camping trip, I thought about how important it is to perform maintenance on many items including my investment accounts.  This part of financial planning is necessary yet a very unexciting chore.  I perform such cleaning tasks as making sure beneficiaries… [Continue]

Money and More ©, Orland Park, October 27, 2018

Funding a Trust My financial planning training and estate planning lawyer suggested I create a living trust for my estate planning situation.  I went through the process of creating and signing legal documents with my wonderful attorney, Amy Delaney.  After that, the real work began. I needed to fund the trust.  That means I worked… [Continue]

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