About Kelly Lewis, CFP®, J.D.

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So far Kelly Lewis, CFP®, J.D. has created 18 blog entries.

Psychology of Money: Protecting Your Wealth from Yourself

By |2022-12-08T10:12:27-05:00December 8th, 2022|The Blog @JGUA|

When we think of finances, we think of dollar bills, counting change, stock prices, and mathematical precision. What we do not think of is how our emotions, biases, and personal history contribute to all of the financial decisions we make. As Morgan Housel says in his book The Psychology of Money, “Financial success is not [...]

Five Budget-Friendly Summer Day Trips for You and Your Girlfriends

By |2022-06-07T09:42:31-05:00June 7th, 2022|The Blog @JGUA, Womansplaining|

Sometimes I wish summer had 8 days of the week! To be clear, I want the eighth day to be another Saturday, NOT another Monday. I also wish I got a “summer raise” every year, where I get paid more every summer to cover the expenses of all the exciting extra adventures that always seem [...]

You Can’t Take it With You: Spend it!

By |2022-03-30T08:58:33-05:00March 30th, 2022|The Blog @JGUA, Womansplaining|

By: Kelly M. Lewis, CFP®, JD, LLM   “They don’t need any more money; they do just fine on their own.” This is an answer I occasionally hear in my job when beginning the estate planning and wealth transfer discussion. What does it mean? When I ask clients what their goals are for their money [...]

New Take on a New Year

By |2022-01-07T09:51:47-05:00January 7th, 2022|The Blog @JGUA, Womansplaining|

By: Kelly M. Lewis, CFP®, JD, LLM I’m sure you have all seen the “new year, new you” blog posts on anything and everything; finances, weight loss, exercise, travel, career goals, etc. In fact, I think it was just last year at about this time that I wrote a similar blog for everyone to read. [...]

The Season of Open Enrollment

By |2021-10-13T08:22:14-05:00October 13th, 2021|The Blog @JGUA, Womansplaining|

Written by: Kelly M. Lewis, CFP®, JD, LLM While most of us are thinking of pumpkin spice, apple cider, leaf peeping, sweaters, Ugg® boots, and Halloween, we should not forget that many of us have an open enrollment period upon us. During this period, employees can enroll in any number of benefits offered through their [...]

Top Ten Things We Overpay For

By |2021-05-18T10:13:40-05:00May 18th, 2021|Womansplaining|

By Kelly M. Lewis, CFP®, JD, LLM Ladies, I was recently going through my monthly budget to see where my money is going. As I started adding up the costs, including the sneaky ones that don’t seem like they would have a major effect on my budget, I found that I was overspending in several [...]

Post-Pandemic Financial Self-Care

By |2021-05-10T06:59:09-05:00May 10th, 2021|The Blog @JGUA, Womansplaining|

Written by: Kelly M. Lewis, CFP®, JD, LLM Yes, I used the word “post-pandemic” even though the pandemic is not over yet. While about 30% of the United States population is fully vaccinated and mask mandates and social distancing seem to be disappearing, we are all still being cautious. What I wanted to talk about [...]

Why I Advocate for Pet Insurance

By |2021-05-11T11:08:13-05:00April 9th, 2021|The Blog @JGUA, Womansplaining|

Written by: Kelly M. Lewis, CFP®, JD, LLM Did you ever read that article about a couple who almost cancelled their wedding because the future husband secretly spent over $5,000 (from his own savings) on surgery for his dog, and the future bride was furious because that meant she was going to have to downsize [...]

Trick or Treat? The New Payroll Tax Deferral

By |2020-09-21T13:26:51-05:00September 21st, 2020|The Blog @JGUA, Womansplaining|

By Kelly M. Lewis, CFP®, JD, LLM   Check your most recent paystub dated after September 1st, 2020. Did your paycheck increase without you actively making any changes to it? If you make less than $104,000, then it might be because of President Trump’s new payroll tax deferral that is now in effect through the [...]

Jolly Holiday Spending

By |2019-10-25T11:38:29-05:00October 25th, 2019|The Blog @JGUA, Womansplaining|

The dreaded Holiday shopping season is almost upon us! If you’re anything like me, you don’t even think about it until the season is upon us and it’s too late. I’m a last minute online shopper! This can result in a bit too much overspending because I don’t have time to shop for deals or [...]

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