Yuck! Budgeting! I hate it! ( Not anymore) Money and More© October 15, 2019

Budgeting Journey From time to time I have had clients that I believed need to do some work on budgeting. In, both, my professional and personal life I like to walk my talk or said another way practice what I preach. So, it was time for me start or rather restart my budgeting journey. I… [Continue]

Money and More© February 9, 2019

Save taxes on medical expenses and use the standard deduction   Thanks to the tax law changes, many taxpayers must now take the Standard Deduction on their federal income tax returns.   Additionally, the threshold for medical expenses jumped from 7.5% of Adjusted Gross Income to 10% in 2019.  There are strategies that can help save… [Continue]

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 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]

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