One-minute videos: my new obsession!

I've been straying off the beaten path lately in my work at The Table. Delivering unbiased financial advice without a product sales pitch is important to me and the work I do as a CFP® and an AFC®.  I became intrigued by making short little videos such as this one for my clients and friends … Continue reading One-minute videos: my new obsession!

Tax Refund = Your Money

Today is the deadline for receiving many of the needed tax documents to start preparing your 2018 taxes, including W-2s and 1099-Rs.  So let's take a minute to talk about tax refunds. A tax refund is not free money.  It is your money that the government has been allowed to hold throughout the year without … Continue reading Tax Refund = Your Money

Deadlines are approaching

I'm procrastinating. I need to polish off the financial aid applications to all the schools where our daughter applied.  Instead, I'm writing this blog about it.  I figured some of you may be in my boat. The essays are written. The admissions applications were wrapped up two weeks ago.  But the sticker shock is still … Continue reading Deadlines are approaching