We’re sure that you’re sick and tired of hearing about the fiscal cliff at this point, and we don’t blame you. The looming tax increases and spending cuts have spawned no end of “cliffhangers” and “Cliff Notes” describing the impending doomsday if Congress and the White…
The Money Savvy Pig was cited as one of five gifts to encourage good financial education/management in an article in the WSJ’s Personal Finance section entitled, “Gifts for the Financially Inclined”. In the article, journalist Simon Constable talks about the story behind the Money Savvy Pig……
We’ve all heard more than enough about the Fiscal Cliff that looms at year’s end and the ongoing negotiations between the White House and Congress aimed at avoiding it. As you might imagine, we’ve expended a great deal of time and energy analyzing the various…
We’ve all heard about the Simpson Bowles Commission (technically, the National Commission on Fiscal Responsibility and Reform), which was created by President Obama in early 2010 and delivered its final report on December 1 of that same year. Neither Congress nor the White House embraced…
Since we’re spending so much time talking about “cliffs”, we thought we’d introduce you to our friend Carolyn McClanahan, MD/CFP, physician and financial planner. Carolyn, who writes for Forbes, has made herself an expert on all aspects of the Affordable Care Act and shares her…
Two weeks ago, several members of our financial planning team attended the Financial Planning Association’s NorCal Conference in San Francisco. At the opening keynote presentation, Jennifer Micieli and Jennifer Hicks (aka “the Jens”), Elissa, and Dave listened to Dr. Laura Tyson, Berkeley professor and former…
I thought it was time to address some of the gloom and doom that has so dominated the news of late. Not, by the way, with the intent of dispelling it (or supporting it, for that matter) but more with the aim of addressing the question…
What does Live Big® mean? Some may interpret it as meaning “spend big”, “live large” or a recommendation to some other form of overindulgence. But Live Big is not about the size of your wallet, it’s about the size of your life. In these crazy economic times, it can sometimes be difficult to remember the areas in our life where we can Live Big without spending (much, if any) money. But if we can find the place of gratitude for what we have, we can find joy in the most mundane of places, and, hopefully, at least get our minds off of how scary the world can feel at times. We offer these ideas for your consideration. And we will be updating this document with additions from anyone who wants to participate, so please send us any ideas you might have.