Blog

Joe Talks Money Taxes

Personal finance insights that honor your values. Let’s balance ambition and impact, making money (and taxes) meaningful in a complex world. Posts by Joe Conklin Shure, CFP®

Joe Conklin Shure, CFP® Joe Conklin Shure, CFP®

An Open Letter to the Financial Person in The Relationship

You’ve taken on the responsibility of managing your household’s finances, and maybe you even enjoy it—but if your partner isn’t engaged, they’re not truly a financial equal. For their sake and yours, it’s time to bring them in—not just to share the numbers, but to make sure they have a voice in the decisions that shape your life together.

Read More
Joe Conklin Shure, CFP® Joe Conklin Shure, CFP®

An Open Letter to the Non-Financial Person in The Relationship

Letting your partner handle the finances might seem like the easiest path, but it also means you’re giving up a say in some of life’s biggest decisions. You don’t need to become a financial expert—but if you want real security, independence, and a stronger partnership, it’s time to start asking questions.

Read More
Joe Conklin Shure, CFP® Joe Conklin Shure, CFP®

The Future Feels Uncertain—Should Your Investments Change?

The political climate feels more uncertain than ever, and many investors are wondering: should I change my investing approach? While no one can predict the future, I’m staying the course (for now)—and here’s why, along with some key considerations for managing risk, protecting your assets, and thinking beyond just the stock market.

Read More
Joe Conklin Shure, CFP® Joe Conklin Shure, CFP®

The Gift Economy: A Radical Response to Scarcity and Fear

In a world that often feels unstable, true security doesn’t come from hoarding wealth or isolating yourself—it comes from gratitude, connection, and reciprocity. By recognizing “enoughness” and embracing the gift economy, we can build stronger communities and find joy, even in uncertain times.

Read More
Joe Conklin Shure, CFP® Joe Conklin Shure, CFP®

Income in 2024 Higher Than Usual? Consider These Year-End Tax Moves

An unusually high income year can bring tax challenges, but it also offers opportunities to save and plan for the future. Explore strategies like maximizing 401(k) contributions, charitable giving, and tax-loss harvesting to make the most of your financial gains.

Read More
Joe Conklin Shure, CFP® Joe Conklin Shure, CFP®

The Runaway Train Fallacy: Why Fearful Saving Holds You Back 

When a financial windfall arrives, it’s easy to fear spending—even when it aligns with your values. By addressing the “runaway train fallacy,” you can reframe financial anxiety into empowerment, blending security with meaningful choices.

Read More
Joe Conklin Shure, CFP® Joe Conklin Shure, CFP®

Navigating Thanksgiving’s Awkward Money Conversations

Thanksgiving is prime season for unsolicited financial advice, but with the right strategies—like explaining your choices, redirecting the conversation, or setting firm boundaries—you can navigate these awkward moments while keeping the peace.

Read More
Joe Conklin Shure, CFP® Joe Conklin Shure, CFP®

Who Wrote Your Financial Plan?

Are you following financial plans designed to profit corporations? Discover actionable steps to reclaim control of your finances and align them with your values.

Read More
Joe Conklin Shure, CFP® Joe Conklin Shure, CFP®

Spending with Confidence as a Couple

When it comes to managing finances as a couple, establishing clear boundaries around spending can empower both partners to make confident choices. By defining specific roles for your accounts, you’ll streamline decision-making and foster a more harmonious financial relationship.

Read More
Joe Conklin Shure, CFP® Joe Conklin Shure, CFP®

How Much Is Too Much in Your Checking Account? 🏦

Is your checking account holding more money than it should? Discover how to optimize your cash flow, reduce financial paralysis, and make sure every dollar is working toward your goals, from emergency funds to long-term investments.

Read More
Joe Conklin Shure, CFP® Joe Conklin Shure, CFP®

Beyond Sacrifice 💪🏽 Elevating Your Income and Your Impact

Many women in mission-driven fields feel their modest income aligns with their values. However, a $10,000 or $20,000 salary increase can greatly improve their financial situation and help achieve goals like homeownership. Financial planning provides clarity and motivation to pursue fair compensation, empowering women to align their financial and personal values.

Read More

Subscribe

Learn my take on personal finance news, get tips on aligning money decisions with your values, and hear about the next thing I'm cooking up.

Please check your email after signing up to confirm your subscription. Thanks!