If you missed this great session, your lifetime's tax strategizing efforts could be helped by tuning in for this recap. When more than a...

I'd love to see yas at our lunch-and-learn sessions on Jan 16th and March 5, Club Friends. The Money Matters Club typically focuses on...

Review these year-end best money practices to keep your financial life in tip top shape. As we get ready to bid 2023 our farewells, I...

You're invited to our year-end party, Club Friends!!! The Money Matters Club's Tuesday, December 5th session will be warm, welcoming, and...

This discussion was written up with TLC to help hard-working people be better equipped to craft their wealth protection strategies.

We discussed quite a few considerations on Tuesday that can help you during your workplace's Annual Enrollment window, information you...

The markets. Can't live with them, can't live without them. We operate in so many markets on the daily often unconsciously. You're all in...

Been sentimental reading notes, words, and reactions about the "legacy" I left at my former employer: our 'lil Club I started there more...

For four weeks now, lots of you Club Friends keep asking me what early retirement is like. I reply with how giddy I feel, and that...

Not to be too punny, but I did not trust my husband's future spouse with our Trust assets. I grew to need even more peace of mind that...

These are the minutes from my last day of work when I gathered several hundred members of The Money Matters Club together for one last...

The Money Matters Club gathered and honored the legacy of Senator William V. Roth, the Father of Roth savings accounts in America. These...

I made you the little at-a-glance chart in the middle of this article to help you memorize a few money rules so your money can rule (lead...

Once upon a time ago... The Money Matters Club was born out of necessity and evolved into a passion. If you've known me for years, or...