How exactly do I stay organized with 89 credit accounts, 31 bank accounts, 29 investment accounts and 32 other accounts (not including 14 accounts for the kids and numerous accounts for family members)?
That’s what readers wanted to know when I started to describe some of the details of our accounts. I’ll highlight my various strategies [...]

I’ve been finalizing our budget for the upcoming year. Included is determining how much to contribute to our various retirement accounts. My husband works for a university, so he has two plans available to him: the 457 and the 403b.

I’d like to think that as the family financial guru, I give the best gifts! I put a lot of thought into each one and come up with gifts that will keep on giving, sometimes for the lifetime of the recipient. So why do people dread my great gift giving ideas?

It’s time to celebrate! My company just announced that we are getting the Roth 401k! I received a couple emails from coworkers that my employer is going to offer the Roth 401k next year. Yipee!! Regular readers know that I have been campaigning for access to the Roth 401k. I’ve emailed my HR department numerous times [...]

We recently set up a special needs trust for for a family member. It is an important part of planning for the future of a disabled individual and has large consequences if done incorrectly.
Special Needs Trust
Special needs trusts, or supplemental needs trusts, provide the means to care for a disabled child (or adult) after the parents or [...]