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

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]

A Week of Thoughts September 29, 2018

9/23 Do you hold individual stocks?   Consider the size of your portfolio you may be taking too much risk.   Just consider the wide swings of stocks like Tesla or the problems of Enron and others in the past.   A diversified mutual fund or Exchange Traded Fund gives you the ability for a relatively modest… [Continue]

Make Money Smart Kids with Educational Savings Accounts

Coverdell Educational Savings Accounts (ESAs) are a useful source for education funding.   Often, these accounts are overlooked because of their limitations.  By understanding ESA rules, proactive parents can provide kids money education not just education funding. Understanding the ESA Rules Contributions:  Anyone may contribute to an ESA for a child under 18 years of age. … [Continue]

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