Laura J. Hanlon
CPA
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New Strategy Posts for your Finances

Posts tagged goals
Laura J Hanlon’s Financial Goals By Age

Making your money last long enough is a lifetime’s work. And there are some basic “rules” that we can all follow, depending on what stage of life in which we find ourselves.

Which is why we are here — to help you determine if you are breaking these rules WISELY … or if, perhaps, a refocusing of priorities should be in order.

Regardless, I offer you these financial goals everyone should consider:

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Laura J Hanlon CPA’s Four Reasons For Monthly Financial Reports With Your Partner

Do you get a knot in your gut when your spouse asks you how the finances are looking? Do you practice a policy of “Don’t ask, Don’t tell”?

One of the best tools I’ve seen to keep your spouse or partner in the loop about your finances is the simple concept of the monthly financial report. If you find it useful, and once you’ve established the format, you can also do it twice a month to take a look at how you’re meeting your goals

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What To Do With An Inheritance (Or A Large Refund): 5 Tips From Laura J Hanlon CPA

According to recent data from the Federal Reserve (what do they NOT keep track of??), more than nine million households in the U.S. reported getting an inheritance of at least $100,000. And there is other data which suggests that baby boomers stand to receive over $8 trillion in inheritance over the next few decades.

But sometimes such “blessings” end up as curses to those who aren’t prepared.

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