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Blogger Profile


Dora DeLellis, CPA, CFP

Blog Info

Name:
Thoughts On The Money
Category:
General Finance
Tags:
Start Year:
2017

Blogger Bio

Net worth:
$950,000.00
Location:
Baldwin, New York, United States
Age:
50s
Race:
White
Gender:
Female
Life stage:
DINK (Dual Income, No Kids)
Profession:
CPA, Certified Financial Planner

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Latest Blog Posts

THIS POST MAY CONTAIN AFFILIATE LINKS.  SEE MY FULL DISCLOSURE FOR DETAILS. Self-Evaluating Your Financial Behavior, Part I If you were to sit down with a financial planner, you might expect to state your goals and come away with directions for allocating your money.  You might expect to be sold a life insurance policy or […] ...
Posted: Jul 17 2017 @ 3:51 PM
Usually I wait until December 31st or January 1st to assess my financial condition. I ask myself the following  questions: How much have I saved? Is my money in the right accounts? Is my retirement account percentage enough? Do I have a balance in my Flexible Spending Account? Have I contributed enough to my IRAs […] ...
Posted: Jul 10 2017 @ 3:59 PM
Because I feel that every aspect of life overlaps with financial success, I feel strongly about a topic that most people don’t consider related.  In fact, most take it for granted and neglect it when it needs everyday attention.  Here we go: Everyone must take charge of their health.  OK, I can feel the collective […] ...
Posted: Jul 04 2017 @ 10:59 AM
THIS POST MAY CONTAIN AFFILIATE LINKS.  SEE MY FULL DISCLOSURE FOR DETAILS. I would like to weigh in on a hot topic.  My friend at Budgets Are Sexy posted an article on why we buy stuff.  J. Money’s piece emphasizes that buying makes us feel good.  Clearly true.  However, there are more reasons to explain why we possess compulsive spending habits. The Sophistication of Marketing I just read in Investor’s Business Daily that ...
Posted: Jun 26 2017 @ 4:31 PM
If my head were to split open, blobs of financial material would spill out.  The latest stock prices of Amazon, Veeva, Comcast/how much I plan to save this month/the order that my bills need to be paid to meet my savings plan/ Trump’s tax proposal and his idea of tax rates that are going to enhance working lives/what sector of the stock market is on the verge of growth/how much ...
Posted: Jun 19 2017 @ 3:37 PM
To understand why I’m a serial investor, see my guest post on lenpenzo.com. ...
Posted: Jun 11 2017 @ 10:09 AM
If you’ve ever gotten bum investment advice, you will relate to my guest post on Distilled Dollar. ...
Posted: Jun 11 2017 @ 8:53 AM
We all have one.  A money script, that is.  Money scripts are underlying behavioral principles that dictate money habits.  You know, the ones that cause you to throw caution to the wind when strolling through Bed Bath & Beyond.  Surely you needed the extra five kitchen gadgets, especially the one that juices lemons while catching the pits. Money scripts are also responsible for having feelings of jealousy and bitterness hijack ...
Posted: Jun 05 2017 @ 4:23 PM
  I promised that I would write about my investing mistakes. I suppose it’s time to come clean. Most of my career involved working at Big 4 accounting firms and large corporate tax departments in the financial services industry.  Working for a Wall Street firm was no guarantee that I was proficient at making good investment decisions.  The reality is that I was aggressively ambitious in my career and rarely paid attention ...
Posted: May 27 2017 @ 4:41 PM
If I wanted to, I could fill this blog with posts of all the basic financial gems like budgeting templates, savings calculators, and mortgage interest rates.  Because there’s no shortage of said material, I’d like to talk about one of my favorite sites: Feed The Pig . Feed The Pig is a National Public Service Campaign sponsored by the American Institute of CPAs and the Advertising Council.  The site’s mascot is ...
Posted: May 19 2017 @ 8:58 AM

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