Life and Money

Life and Money2023-09-20T05:42:29-04:00

Getting the Most Out of Life and Money

Curating and sharing stories, lessons learned, tips, secrets, hacks and more on how to get the most out of life and money.

For Easy Tax-Advantaged Charitable Gifting, Consider This

For Easy Tax-Advantaged Charitable Gifting, Consider This Consider retirement accounts when making charitable gifts in life and/or at death. Creative thinking when making charitable gifts allows you to maximize your overall contribution to your favorite charity by making a tax-free contributing a tax-free portion on which your heirs would have owed taxes. Member/Contributor: Jennifer Noble - Connect with Jennifer! Get Involved with Plenteous Financial Forum [...]

By |May 31st, 2021|Categories: Life Planning|

Go At Your Own Pace

Go At Your Own Pace Do what is right for you - when you are ready. As a financial advisor to a person going through the shattering experience of losing the most important person in their life,  I consistently sense the surviving spouse's feeling of being overwhelmed with worry over missing steps, deadlines or dates. After all, in most cases, it is their first time being faced with the [...]

By |May 23rd, 2021|Categories: Widow|

Choose the Right Credit Card for You

Choose the Right Credit Card for You With disciplined spending, the right credit card can provide significant benefits.  Choose the right one for you to reap the benefits! While there is a lot of bad press about the trouble people can get into with credit cards, they can be helpful in establish credit, defer expenses until due, adding convenience and providing benefits. It is those benefits I would [...]

By |May 23rd, 2021|Categories: Financial Wellness|

Carefully Choose Real Foods

Carefully Choose Real Foods Making a choice in favor of cheaper processed foods, over real foods, could save you now and cost you later! Understand the true costs of real versus processed foods when deciding what to put in your grocery cart. A real food is a whole, single-ingredient food. It is mostly unprocessed, free of chemical additives, and rich in nutrients. It’s the type of food we, [...]

By |May 23rd, 2021|Categories: Life Planning|

The Power of Breath

The Power of Breath We need "the breath" to survive. But, "the breath" does far more than keep us alive.  Understand and use it to its fullest extent to reap the benefits! We can use "the breath" to: Bring mental clarity Energize ourselves Detoxify us physically and emotionally Boost the immune system Change our blood chemistry Reduce inflammation in the body Help overcome addictions Control and direct [...]

By |March 24th, 2021|Categories: Life Planning|

Why Smile?

Why Smile? What's in a smile? It turns out a lot more than people realize! This small gesture of encouragement can produce big benefits for both of you. So, don't be shy. Smile! Smiling: a drug-free high. Smiling improves your mood. Smiling lowers blood pressure. Smiling boosts your immune system. Smiling is contagious. Smiling provides an instant face-lift. Member/Contributor: Barbara Zavela - Connect with Barbara! Get Involved [...]

By |February 20th, 2021|Categories: Life Planning|

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