Money Wisdom & Musings

Here's your source for thoughts and observations on all things financial (and otherwise). Topics can range from tips on your personal well being to the well being of your investments. As always, we welcome your comments and feedback.

Green Running Shoes

Posted by Susan Veligor on May 16, 2019
Green Running Shoes

Green Century is a mutual fund company we hold in portfolios for those clients who have an interest is responsible investing...What follows is a recent post from Green Century’s website that we found so exciting as to bring it to your attention – go Adidas!

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IRS Tax Law Questions & Telephone Scams: What You Need To Know

Posted by Brittany Landry on March 29, 2019
IRS Tax Law Questions & Telephone Scams: What You Need To Know

According to the latest Kiplinger Tax Letter, calling the IRS to pose tax law questions isn’t always your best bet. The office of the National Taxpayer Advocate conducted an experiment by calling the agency’s toll-free help line to pose questions on the new tax law changes.

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Where’s My Refund?

Posted by Brittany Landry on March 21, 2019
Where’s My Refund?

Are you wondering what the status is of your federal refund? Although the typical turnaround time for refunds is 21 days, you can still check out the IRS’s Where’s My Refund tool to track your refund’s progress.

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Do the Math

Posted by Jill Boynton on February 11, 2019

Last night my son Sam called and asked for my advice; he cracked the screen on his phone and was quoted $380 to fix it. He didn’t know if that was worth it, or if he should buy a new phone.  A lot of questions came up: how much did he still owe on his current phone? How long is he likely to keep this phone? What is the cost of a new phone? Pretty soon our heads were spinning! That’s when I…

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How Long Do I Need To Keep This?

Posted by Susan Veligor on January 17, 2019
How Long Do I Need To Keep This?

When gathering tax information for 2018 tax return prep, you may want to clean house and purge some of your older files.

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Give the Gift of Memories

Posted by Brittany Landry on December 4, 2018
Give the Gift of Memories

Carrie's latest Money Wisdom blog post discusses the importance of making Christmas memories -- instead of focusing on what is wrapped under the tree.

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Thinking about moving to another state?

Posted by Christina Traurig on October 10, 2018

Anyone who has ever moved all their possessions from one location to another will tell you that it is not an enjoyable experience -- and moving across state lines just adds to the frustration.

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What do you and Aretha Franklin have in common?

Posted by Jill Boynton on August 23, 2018

It has been reported today that Aretha Franklin died “intestate”, which means that she had no will. In her home state, Michigan, the laws dictate that her estate will be divided among her 4 children. She might have wanted part of her assets to go to other relatives, charities or friends. Or she may have wanted to give certain belongings, such as jewelry or sentimental keepsakes, to a specific individual. Without a will, her four children will decide how to divide her possessions.

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Are you caught in the ‘Return Gap?’

Posted by Brittany Landry on August 20, 2018

When it comes to our portfolios, the word “return” is one that most of us understand and recognize. However, focusing on (or chasing) returns can be a futile exercise.

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The Dog Days of Summer

Posted by Jill Boynton on August 2, 2018

Contrary to popular belief, the “dog days of summer” have nothing to do with lying around in the heat with your tongue sticking out. The phrase actually originated in Greek and Roman literature...

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