6 Tips For Living Your Budget, Not Just Planning ItYou

by Richard Ropelewski on
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If you think of your finances as a house, then your budget is the foundation. A budget is a detailed plan for spending, saving and repaying debt if you have credit cards or loans you’re trying to pay off.

But making a budget and actually living by it are two different things. It’s relatively easy...

Haven't given much thought to estate planning and charitable giving? Here are 10 questions to jumpstart your thinking:

1. Can you afford to give away money now? You shouldn't gift large sums to your children or charity unless you're confident you have enough for your own retirement. There's no...

March Madness

by Thomas Lally on
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Just a little over one year ago, I wrote something here about how March is my least favorite month of the year.  I have to say that aged pretty well.  I had no idea then what was in store for us, or that it would be the start of some truly strange times.  One of my favorite things about March – the...

Crane Animals Update

by Julia Crane on
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I am sure all of you have been wondering what I’ve been up to with all this time I have now since working from home. And I am sure many of you can guess… that I have expanded my animal family. Here’s a little update!

Living in my studio apartment with me are ten animals, yes ten. I’ve started to...

Tax season tips: Don’t forget this above-the-line deduction

by U.S. Wealth Management of Boston on

Lawmakers provided a special, temporary deduction for some individuals who made cash donations to charity in 2020.

Individuals who donated to qualifying charities last year may be eligible for a special tax deduction – even if they don’t itemize.

The CARES Act provided for a temporary above...

Well That Wasn't on My Bucket List

by Richard Ropelewski on
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Our son Pete loves to fish; I mean he REALLY likes to fish.  For the last ten years this has been primarily a warm weather activity.  However, one of his good friends is very interested in ice fishing, and by osmosis Pete became interested as well.  Fast forward to a few weeks ago where I found...

Why You Need a Digital Estate Plan and How to Make One

by Richard Ropelewski on
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What happens to all your digital accounts, services and property after you die? The official name for all these is a Digital Estate Plan. And with the lines increasingly blurred between our on- and off-line lives, it's more important than ever to have a plan for your digital holdings.

With one in...

Year of the Book, Part 2

by Thomas Lally on
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Two years ago – which feels like a different lifetime now – I wrote an article here about wanting to read more books.  Little did I know what changes 2020 would bring, or that I would have more time than ever to read given the lockdowns, social distancing, and just generally not leaving the house...

Warren Buffett's 6 Tricks to Teach Kids About Money

by Richard Ropelewski on
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The Oracle of Omaha even made his own cartoon to help the next generation learn.

With all of his big business deals and philanthropic work, you’d think the billionaire CEO of Berkshire Hathaway wouldn't have time to teach the next generation of investors.

Not so. In 2011, the Oracle of Omaha...

New Year, New You?

by U.S. Wealth Management of Boston on
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Does anyone else think it’s odd that we wait until a New Year to start tackling our goals, or on a smaller scale we “will start on Monday”. What’s so special about a new year or a new week, why can’t we start working towards our goals on a Tuesday, or in October for example?

Don’t get me wrong, I...

Looking for ideas on how to Celebrate Thanksgiving Virtually this year? 

Practicing Social Distancing this Thanksgiving? 

We have included lots of ways to keep traditions alive, even if you aren’t all in the same place this year.

How to Celebrate Thanksgiving Virtually!

If you are in a...