Weekly newsletter with my thoughts about financial planning, investments, tax planning, aging, and more!
My first self-published book...I'm thrilled!
A few weeks ago, I became a published author when More Than Money: Real-Life Stories of Financial Planning was released.
Now, I'm self-published with the release of Money Lessons for Change: What They Should Have Taught You in School.
When I was at my last firm, I often received the question, "What resources would you recommend for my kid or grandchild?" I had a few resources, but none that I felt completely addressed more than one or two aspects of personal finance.
So, I decided to create the book I wanted people in their 20s and 30s to learn from.
If you know someone in their 20s or 30s (perhaps someone graduating soon!), this book would make a great gift.
It covers how to automate your finances, negotiating, building a solid credit history, how to avoid lifestyle inflation, investing, insurance, emergency funds, and strategies to help avoid messing up the big stuff in life (an actual chapter — Don't Mess Up the Big Stuff).
As you read the book, don't forget that book reviews are a huge help!
They can help get the book into the hands of more people, which might mean more people having better relationships with money.
Something we all deserve.
I hope you enjoy the book!
Lastly, don't forget I'm hosting a LIVE webinar for widows on Tuesday, May 16 at 6 p.m. CT. You can register below.
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How to Organize Your Finances as a WidowJoin me LIVE on Tuesday, May 16 at 6 p.m. CT.
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Blog This Month
What Is It Like Working With a Virtual Financial Planner?
What I've Been Reading
- Why do HOAs have so much power? How HOAs and condo boards took over housing
- What Happens After a Bad Year in the Stock Market?
- Commercial Real-Estate Woes Run Deeper Than in Past Downturns - WSJ
- Why First Republic Bank Collapsed - WSJ
- 3 ways to rethink old age and retirement, MIT expert says
Resources
How to Manage Your Resources for Widows - Hear directly from widows about the decisions they had to navigate, how they lived with grief, and the wisdom of what they want you to know after reflecting back on their experience.
Widows and Money Facebook Group - A community to learn about money, feel empowered around your finances, and ask financial questions.
More Than Money: Real-Life Stories of Financial Planning - Stories about the impact and value of financial planning. My story of Sara and Leo is on page 205.
Welcome, I'm Elliott!
Weekly newsletter with my thoughts about financial planning, investments, tax planning, aging, and more!
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I've helped clients with rollovers for over a decade. This is where you move money from an old 401(k) plan (or other retirement plan) to a new retirement plan or Rollover IRA. But, today, I'm sharing a personal story. Generally, I know which companies are easier to work with, how they process rollovers, and where there may be pain points. In the financial industry, rollovers are a notoriously painful process. If you've ever tried to do one, you may have had to complete 10+ pages of paperwork...