Skip to content

Frugal and Frivolous: The PERFECT Combination

We have choices in where and how we spend our money. At Money Mentor Group, we believe in dreaming BIG, and making sure that we can fund those things that bring joy. Adopting some frugality can allow you to be frivolous with funding what matters to you most.

Read More

Six Tax Code Changes You Need to Know for 2020

These tax code changes for 2020 could be important for you. Plus, what you need to know about your stimulus check! Filing your taxes is about as fun as getting your teeth cleaned. You know you gotta do it but if you’re like me, you put it off until you ABSOLUTELY have to. But filing…

Read More

Tax Preparation, Challenges and Misconceptions

Tips for making your 2020 tax return preparation easy and accurate. One of the most important things you can do to prepare your tax returns yourself or to turn them over to a professional is to ORGANIZE! Pull out your prior year return to compare what you had last year to what you should have…

Read More

Are You Prepared for a “Life Event?”

Joyous or tragic, Live Events become less stressful with a little planning. Being prepared for a Life Event centers around two main topics – financial documents and conversations with your loved ones. As important as it is to be prepared, both for yourself and your loved ones, it can sometimes be an overwhelming topic to…

Read More

What To Do When You Are Named the Executor of a Will

The Role and Toll of Being the Executor of a Will. Meticulously kept instructions were Mom’s final gift to me. It has been almost a year since my mother passed away. As I reflect on the past months, I realize that my role as her caretaker did not end at her death, but has remained…

Read More