March 2021 Message
This Month’s Money Message: Reflect Welcome to March, the month where tax hypotheticals become real. By now you have probably received a handful of W-2s and 1099s from last year, and you may have even gotten some surprising ones for […]
February 2021 Message
This Month’s Money Message: Intention In 2008, Joe Biden gave a speech in Michigan, and he quoted his father: “Don’t tell me what you value; show me your budget, and I’ll tell you what you value.” This remains my favorite […]
January 2021 Message
This Month’s Money Message: Believe Welcome to January – a month of renewal, rejuvenation, and restarts. But that feels sort of silly this year. After all, this January feels considerably less refreshing. I certainly don’t feel particularly rejuvenated. And I […]
December 2020 Tasks
A Time for Two-Way Reflection This is such a lovely moment this month to look back on the year’s accomplishments, its challenges, and its victories. And goodness knows we have had them all this year. Looking at earnings for […]
November 2020 Tasks
Embracing Optimism… But Not By Chance I planted tulip bulbs this weekend. While leaves are falling and crops are being harvested and plants are going dormant for the winter, I appreciate the optimism that comes with planting tulip bulbs. They […]
October 2020 Tasks
The Market Is Crazy, But You Don’t Have to Be Happy October! Fun fact: People think stocks really suffer during October. This phenomenon (while probably overstated statistically) is called the October Effect. And since it’s an election year, we can […]
September 2020 Tasks
Time Management Rules to Break September is a month of transition, especially for educators and learners, and especially this year. Transitional moments are always good moments to start new habits. (Who among us hasn’t bought fresh school supplies—or the adult […]
August 2020 Tasks
This month, I give you permission to do nothing financial. It is the start of August, and in a normal year, we’d be happily and lazily enjoying the last remaining weeks of summer and quietly preparing for the fall. I’d […]
June 2020 Tasks
We talk about money in this space. We talk about taxes and budgeting and pricing strategies. We talk about how financial literacy leads to financial empowerment. Knowing the language and knowing what to do (and doing it) means you have […]
April 2020 Tasks
It’s been quite a month, hasn’t it? On March 1st I was preparing for travel to Boston, New York, Atlanta, and Florida; I was grading papers; and I was having conversations about workshops I would lead this summer and fall. […]
