This month I’m doing a twist – instead of reading – it’s “What I am Watching”. A series of videos called “Dan Solin’s Investing Secrets.” They are short and on point. One of my favorites is Market Returns are Great Returns. Only 62 seconds long, enjoy!
Financial Planning Toolkit for Single Women [and the people who love them]
June 9, 2017 by Leave a Comment
![Financial Planning Toolkit for Single Women [and the people who love them]](https://briofp.com/wp-content/uploads/2017/06/toolbox-smaller-150x150.jpg)
Last month I talked to a 26 year old woman just getting started in life about the fundamentals of fiscal fitness. Fundamental number one: Save at least 10% of what you earn. Right now. Today. Automate the savings so it disappears before you even see it. Last month I also talked to a couple in… Continue
Supporting your adult child or elderly parent? You could save on taxes!
May 12, 2017 by Leave a Comment
Hello! Has your adult child boomeranged back to the nest and having trouble finding work? Are you helping out your parents or other people financially? You may be able to claim them as dependents on your tax return and/or deduct the medical expenses you pay for them. Read on to learn more. Best, Michelle Morris,… Continue
Financial Planning Toolkit for Single Women [and the people who love them]
May 12, 2017 by Leave a Comment
![Financial Planning Toolkit for Single Women [and the people who love them]](https://briofp.com/wp-content/uploads/2015/05/toolbox-smaller-150x150.jpg)
Last month I called the MA Department of Revenue for a client who’d received an obtuse tax notice. Delightful hold music at the DOR such as “I’ve Got you Babe” by Sonny and Cher. They probably haven’t changed their hold music since that song came out. What looked like an officious and vaguely scary sort… Continue
What I Am Reading
May 12, 2017 by Leave a Comment
I recently finished “Dead Wake: The Last Crossing of the Lusitania” by Erik Larson. Non-fiction that reads like a novel; it is a page turner. The author writes in the acknowledgements: “In the dusty timeline of world events installed in my brain back in high school, the Lusitania affair constituted the skimpiest of entries, tucked… Continue
12 Things to Know About ROTH IRAs
April 14, 2017 by Leave a Comment
Hello! Roth IRAs are one type of account that can help you reach your financial goals. However, there can be pitfalls if you don’t know all the rules. Read on to learn more. Best, Michelle Morris, CFP®, EA BRIO Financial Planning ROTH IRAs are 20 years old next year! They are… Continue
Financial Planning Toolkit for Single Women [and the people who love them]
April 14, 2017 by Leave a Comment
This month I advised a client who was unhappy that he had to take a distribution from his IRA this year. The year you turn 70½ you must start taking required minimum distributions (RMDs) from your Traditional IRA accounts. (Technically your first year you have until April 1st of the following year, but every year… Continue
What I Am Reading
April 14, 2017 by Leave a Comment
I read this book, “The Elements of Investing” years ago when it first came out and it still has a place on my office bookshelf. If you’re only going to read one book in your life about investing – make it this one. It is written in a straightforward manner imitating the classic writing style… Continue
There are worse things than going to see a financial advisor!
March 10, 2017 by Leave a Comment
Hello! A lot of people dread the idea of seeing a financial advisor. But as one of my best friends frequently says: “The truth will set you free”. And this month I debut a new feature called “What I am Reading”. Read on to learn more. Best, Michelle Morris, CFP®, EA BRIO Financial Planning … Continue
Financial Planning Toolkit for Single Women [and the people who love them]
March 10, 2017 by Leave a Comment
It’s tax season, and you should give a tax person a hug and a cup of coffee. This month I helped two clients who installed insulation save money on their tax returns with a home energy credit.
