Confessions of a Financial Planner: I Handle Most of the Finances
Welcome back to the fifth article in the “Confessions of a Financial Planner” series where I talk about the areas of my life where I don’t follow the general rules of finance. This time, I’m talking about how I primarily handle most of the finances in our marriage, and why I don’t love that arrangement […]
Confessions of a Financial Planner: I Bought a House for Three Years
This is the fourth article in the “Confessions of a Financial Planner” series about how I bought a house for three years. You can read the others here: If you’ve heard the rule of thumb, you usually want to only buy a house if you intend to live there for five to seven years. Will […]
Confessions of a Financial Planner: I Took Two Years to Update My Estate Plan After Getting Married
This is the third article in the “Confessions of a Financial Planner” series to discuss something I’m not proud of: waiting two years to update my estate plan after getting married. If you missed the first two articles, you can read them here: Out of all of the confessions so far, this is the one […]
Confessions of a Financial Planner: I Felt Guilty About An Inheritance
I’m back with my second “Confessions of a Financial Planner” series to talk about how I felt guilty about an inheritance I received from my dad. If you missed the first one, you can read Confessions of a Financial Planner: I’ve Held “Too Much” Cash. As a financial planner and as someone who has helped […]
Confessions of a Financial Planner: I’ve Held “Too Much” Cash
Have you ever wondered how and why a financial planner makes their own decisions around money? This new series “Confessions of a Financial Planner” is for you. Each month, I’m going to write one confession about an action I’ve taken that breaks a financial “general rule of thumb” or something I wish I had done […]
Kindness Financial Planning Turns 3 – Reflections from the 3rd Year
I’m celebrating Kindness Financial Planning, LLC’s birthday on December 9! The business turns three this year. The best word I can come up to describe this year is surreal. Like I’ve reflected in year 1 and year 2, building a business is still hard. I still ask myself, “Am I doing the right thing to […]
2024 Year-End Tax Planning Checklist
If no legislation is passed, tax rates are changing in 2026. That means you have the end of this year and next year with these current tax rates. Knowing that tax rates are lower and wider now, how will that affect you? Should you proactively be doing tax planning this year? The answer is yes! […]
How to Use a Crisis to Help Your Parents
You’ve tried everything to get your parents to plan for aging, but they still won’t do it. You want them to finish their estate plan, give you a copy of their durable power of attorney, discuss end of life wishes, tell you what kind of funeral services they want, and ask where all the important […]
Estate Planning Horror Story – Why You Should Ask More Questions
What estate planning horror stories have you heard? It could be money going to the wrong person, incorrect people settling the estate, or other restrictions someone never intended. I encourage folks to regularly review their estate plan, ask their estate planning attorney lots of questions to make sure they understand it, and consider putting contingencies […]
7 Factors to Choose the Best Retirement Location
Once you are retired, you don’t necessarily need to live in the same place. You can consider different factors to choose the best retirement location for you — not needing to worry about your commute to work. Where will you go? Although there are many different factors to choose the best place to retire, below […]
