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Improve your Finances with Gratitude
Mon, 08/17/15 | 9 Comments
Improve your Finances with Gratitude

My recent post on the poor financial outlook for millennials reprised my role as Debbie Downer, but it finished with solutions and a message that hopefully resonates,
“We can take gratitude in the abundance of everything …

Welcome to My House
Fri, 08/14/15 | 13 Comments
Welcome to My House

Hey everyone.
Time to let you in on a little secret.
I’ve decided to sell my home and upgrade to a slightly bigger and nicer one. I found that mine just didn’t have enough space for all …

How I Successfully Appealed an IRS Penalty
Wed, 06/10/15 | 6 Comments
How I Successfully Appealed an IRS Penalty

By all accounts, I’ve been a diligent taxpayer for the last decade plus – never a late fee, never a need for extension, never a penalty, never an audit (or reason to be audited).
So I …

Umbrella Insurance: the Insurance Policy you Should have, but Don’t
Mon, 06/1/15 | 28 Comments
Umbrella Insurance: the Insurance Policy you Should have, but Don’t

Umbrella insurance is not top of mind for most people like other forms of insurance. I rarely hear anyone mention it (definitely not our trusted personal finance gurus). Up until about a year ago, I …

The 2015 Energy Tax Credits (Available at this Time)
Wed, 05/13/15 | 4 Comments
The 2015 Energy Tax Credits (Available at this Time)

Before I cover the 2015 energy tax credits available to taxpayers, it’s worth pointing out that everything in this article could change by end of year, as last year’s energy tax credits were (and the …

The Problem with Mainstream Personal Finance Gurus (and the 10% Rule)
Mon, 05/4/15 | 35 Comments
The Problem with Mainstream Personal Finance Gurus (and the 10% Rule)

A while back, I was in a job interview for a different role at my present employer. The interviewer, who knew of my personal finance writing background, concluded his round of questioning with this:
“So, what …


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