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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

I see everything through a money lens.  I realize most people don’t.  The notion of excluding money from everyday thinking is unrealistic to me.  Unless we live off the grid and grow our own food, then money may be considered trivial.  In the real world, money is the medium through which we manage our standard […] The post How Money Plays a Role in Our Lives appeared first on Thoughts On ...
Posted: Nov 19 2017 @ 5:34 PM
I’m trying to get to the root of money behaviors. This topic is becoming an annoying bug buzzing around the inside of my head.  Because I spend so much time reading and researching money issues, it’s outside of my faculties to conceive that others don’t make responsible money decisions.  I am constantly reading that more […] The post Acknowledge Your Money Behavior appeared first on Thoughts On The Money. ...
Posted: Nov 13 2017 @ 5:46 PM
THIS POST MAY CONTAIN AFFILIATE LINKS.  SEE MY FULL DISCLOSURE FOR DETAILS. Christmas time is coming and it’s my favorite time of the year.  I love the lights, decorations, and parties.  The celebrations bring people together, maybe for the only time in the year. It’s also when retailers start salivating, anticipating crazed shoppers grabbing as […] The post Intuitive Christmas Spending appeared first on Thoughts On The Money. ...
Posted: Nov 06 2017 @ 2:30 AM
I’m conducting a personal financial planning workshop at a local bookstore.  In three sessions, I plan to provide an overview of the following aspects of financial planning: saving, spending, investing, retirement, and insurance. The first session, this past Thursday, was a success.  A small group showed up representing all age groups.  I started with my […] The post Financial Planning Workshop Is A Success appeared first on Thoughts On The Money. ...
Posted: Nov 04 2017 @ 7:05 PM
THIS POST MAY CONTAIN AFFILIATE LINKS.  SEE MY FULL DISCLOSURE FOR DETAILS. “I’m wealthy enough and I have enough money, I don’t need anymore” – said no one ever If you read many financial planning blogs on how people are retiring early, traveling on a whim, and writing their own rules, you may be taking […] The post Financial Management Questions to Ask Yourself appeared first on Thoughts On The Money. ...
Posted: Oct 30 2017 @ 4:01 PM
THIS POST MAY CONTAIN AFFILIATE LINKS.  SEE MY FULL DISCLOSURE FOR DETAILS. Start Investing Now I continue to hear that people are confused about how to start investing.  Honestly, I don’t understand such bewilderment.  If you ask me, investing has never been easier.  Maybe before the Internet, but not now.  There is so much information […] The post 4 Super Easy Ways to Start Investing – Today appeared first on Thoughts ...
Posted: Oct 22 2017 @ 6:46 PM
  THIS POST MAY CONTAIN AFFILIATE LINKS.  SEE MY FULL DISCLOSURE FOR DETAILS. Planning For Retirement “I have to work after I die to pay for the funeral.”  I overheard this comment from someone that looked like time was not on his side. What’s happening?  How are people stretched so thin that they feel they […] ...
Posted: Oct 12 2017 @ 3:15 AM
  THIS POST MAY CONTAIN AFFILIATE LINKS.  SEE MY FULL DISCLOSURE FOR DETAILS. Planning For Retirement “I have to work after I die to pay for the funeral.”  I overheard this comment from someone that looked like time was not on his side. What’s happening?  How are people stretched so thin that they feel they […] The post Retirement Planning – Learning Checklist 5 appeared first on Thoughts On The Money. ...
Posted: Oct 12 2017 @ 3:15 AM
Asset Allocation Knowing which direction to move toward is a key component of adequate financial planning. I would like to take a break from the Learning Checklists and talk about my latest research.  Asset allocation recommendations and annuities have been my latest focus. I don’t like relying on the first thing that I read, for […] ...
Posted: Oct 03 2017 @ 3:58 PM
THIS POST MAY CONTAIN AFFILIATE LINKS. SEE MY FULL DISCLOSURE FOR DETAILS. An Individual Retirement Account (IRA) is a great way to accumulate a retirement stash.  It’s also a great way to protect asset growth and investment earnings from taxation. I highly recommend contributing as early as possible.  IRA contributions can begin when an individual […] ...
Posted: Sep 25 2017 @ 3:52 PM

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