My latest monthly newsletter (sign up here!) focused on several financial rules of thumb that really aren’t one-size-fits-all. So many tried and true approaches just don’t apply to every last one of us — which is exactly why Willow Planning Group focuses on tailoring financial plans to fit each client’s personal financial situation. Many of […]
A time to pivot–and examine your best options
It’s hard to know what to expect from the rest of 2020 even as many salons, restaurants and other “non-essential” businesses start to reopen across the country. One thing is for sure, a takeaway from this crisis is how important it is to be flexible and ready to adjust to what life throws at us, […]
Coronavirus: How to Handle Your Money
As the “new normal” takes hold, it’s wild to look back and reflect on how much has changed in each of our lives in just six weeks. The response to Covid-19 has changed day-to-day life in so many ways, and it’s an unprecedented, frightening time across the globe. In times like these we realize how […]
Tips for Planning Holiday Travel
The holiday travel season is approaching quickly. You might already know that I’m always up for a winter getaway that involves as much skiing as possible, and through the years I’ve honed some strategies and tips for how to maximize your dollars on holiday travel and minimize spending as much as possible. This is the […]
Is it possible to budget for healthcare? Budgeting is already a tough task for most of us.
Insurance is confusing, medical bills are a foreign language, and who has time for it? Have you actually read your healthcare plan and know your co-pays, prescription costs, deductible, or even premium per month? Let’s break down how you can find clarity on healthcare costs…and, heck, maybe even save some money. Summary of Benefits and […]
Sparking joy … in your financial life
“Does it spark joy?” We’ve been hearing that a lot these days. I talked about the Marie Kondo phenomenon in a recent newsletter (sign up to receive them here!). Her philosophy about surrounding yourself only with things you love makes a lot of sense to me. My close friends and family know my closet is […]
Selling Stuff Online: Measures to Protect You and Your Money
These days, there are more ways than ever to buy or sell something online—and, unfortunately, more ways than ever to get scammed. There’s been a lot in the news about ticket scammers and rental scammers who have used Craigslist (or Facebook Marketplace, or eBay) to lure people into putting big money down for things they’ll […]
New Year, New Themes
As I catch my breath from 2018 and look into 2019, visions of goals are dancing in my head. Last year, I talked about how instead of resolutions, I used themes to guide my way. Themes can evolve through the year as you reach different goals along the way. Or, if you get caught in […]
Talking Taxes – What Can You Still do this Year?
As 2018 starts winding to a close, and the holidays start racing toward us, it’s a good time to stop and take stock of how you’ve set yourself up for the 2018 tax season—and if there’s any way you can help maximize your potential tax savings for the year. (And if making any changes in […]
Getting familiar with your credit card statement
Many of us have credit cards, but some of us never open our credit card statements. It’s easy to see your due date and pay online—and not look at the nitty gritty. And seeing a long list of monthly purchases can be overwhelming. But there’s some very worthwhile information in those pages and pages of […]
