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Wealth Management with Memory Disorders

Tax Alert: Beware of “double taxation” on employee stock options

While Tax Day has passed, the time to pay close attention to your tax return never does.  You can always file an amendment and if you filed an extension you have until October 31st to make any changes.

ECONOMIC COMMENTARY (04-08-2019)

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

What You Need to Know When Buying a House

While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy. You’ll also want to make sure that your credit score is where it should be, since the higher your score, the lower your interest rate will be. It’s also important to pull a copy of your credit report prior to contacting any mortgage companies; examining it in minute detail to ensure that everything is correct. If you do find an error, dispute it with the credit bureau immediately and keep the documentation.

ECONOMIC COMMENTARY (03-11-2019)

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

ECONOMIC COMMENTARY (02-11-2019)

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Kathy Longo quoted in The San Francisco Chronicle's 5 Divorce Mistakes That Can Cost You

Kathy was recently quoted in the San Francisco Chronicle for Liz Weston's 5 divorce mistakes that can cost you. UPDATE: This story has been featured in many more publications including: The New York Times, The Star Tribune, and CBS News!

Cut the Coffee, Get Money

A lot of people need their daily cup of joe. I, admittedly, am one of those people. It was today that I was sitting in the Dunkin’ Donuts Drive-Thru (like I usually do), when I wondered to myself: 

“How much money do you think I’ve spent on Dunkin’ in my lifetime?” 

 

The Cure for the Holiday Hangover

Ah yes, the Holiday Hangover. Not your typical hangover. It doesn’t come from too much eggnog on Christmas, or that one too many glasses of champagne at the New Year’s Eve party. This one isn’t felt in your head, and definitely can’t be cured with an ibuprofen. This one hurts your wallet.    

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