Tigress Tales

Important and sometimes irreverent personal finance tips, strategies, and stories to educate, amuse, and motivate. It’s a big job, but someone has to do it!

Pillar II: Paper or Digital Systems?

Pillar II: Paper or Digital Systems?

Tips for establishing systems for tax-time Do you groan every year when tax-time rolls around? You are not alone. Many people do not have good systems for keeping track of taxable information throughout the year. Nearly 10 million have to file an extension, which ends...

The Three Pillars of Financial Management

The Three Pillars of Financial Management

I’ve been helping individuals and couples navigate and manage their financial affairs for over seven years now.  I have my own systems in place for doing this work but I decided I needed to put a framework around what I do, so others can Understand what it is that...

Painless Charitable Giving

Painless Charitable Giving

Whether you are a consistent, generous giver, or someone who would like to support organizations which speak to your heart, there are ways to boost your giving level without spending a dime. One of the easiest, and perhaps the most bang for "your buck" is Amazon Smile...

Get Ready for a New Year!

Get Ready for a New Year!

The thought of planning ahead may seem a bit useless after the year we have just been through.  Nevertheless, time marches on and when you get ready for a new year, it helps you get organized and maybe even generates a little excitement over what is to come!  Unpaid...

Tax Changes to Plan For

Tax Changes to Plan For

With Change Comes More Change: A few key points A new presidency will likely bring sweeping tax changes to the current economic environment. There are a few, related to estate planning, that I wanted to bring to your attention before the end of the current tax year in...

The Dream Team

The Dream Team

Clare was mentally acute but had physical challenges that prevented her from writing checks legibly.  She had no children and gave power of attorney to her niece.  Her niece used the bank account to live a high lifestyle, thinking she would not get caught and that her aunt wouldn’t need ‘all that money’.  One hundred thousand dollars later, Clare caught on

The Parent Trap

The Parent Trap

Addressing financial issues when a parent’s health declines Polly is getting toward the end of her career but she plans to work a while longer because, although her job is very demanding at times, she loves her work.  Her biggest concern right now is her mother. ...

Meet Steve!

Meet Steve!

Steve Groft has joined the Tigress Team and will be helping me fulfill the mission of reducing client’s financial stress and protecting their assets.

It’s Black and White

It’s Black and White

OK. Deep breath. This is a departure from my normal kind of email and my avoidance of all things political.  I’ve been pre-occupied of late because I’ve been in the process of hiring my very first employee, and I will share more on that soon.  I’m not a big news...

Take Control

Take Control

Action Reduces Anxiety  (and Boredom)! If you are not an 'essential worker', chances are you are doing your part to control the spread of COVID-19 by staying put. That is also a heroic act! So many people are helping in so many ways. Rather than bickering like a...