Author Archives: Carol - Page 3
Insurance as Foundation for Fiscal Fitness – Part 3
I know you are probably thinking 'œenough about insurance already' so I'll try to make this one brief or at least combine two topics into one post. Most people know…
The so called “gay tax” paid on inheritance
A couple of unrelated news stories recently caught my attention. reports on the challenges photographer Annie Liebovitz has been facing due to the so called 'œgay tax' paid on her…
Review and Giveaway: Money Without Matrimony by Sheryl Garrett and Debra Neiman
Giveaway Alert: I have one signed copy to give away to the best comment below! Money Without Matrimony: The Unmarried Couple's Guide to Financial Security It's rare when a book…
Insurance as Foundation for Fiscal Fitness – Part 2
Let's talk about life. Insurance that is. The primary historical function of life insurance has been the support of dependents in the event the main breadwinner of a family passes…
Insurance as Foundation for Fiscal Fitness – Part 1
My previous couple of posts described the use of a pyramid as a metaphor for fiscal fitness (see The Pyramid as Metaphor '“ Part 1 and Part 2). Insurance is…
Money: Yours, Mine and Ours
Calling all couples! If you've been meaning to get started on that all important paperwork to protect each other and your assets, now is as good a time as any.…
The Pyramid Metaphor for Fiscal Fitness – Part 2
There is one pillar of the financial foundation (if you read part 1, this will make much more sense) that is especially important for non-traditional couples and that is a…
The Pyramid Metaphor for Fiscal Fitness – Part 1
Financial planners use a pyramid as a metaphor for fiscal fitness much like nutritionists use the Food Pyramid. Fitness (or proper nutrition) is optimized when built upon a solid…