Tag Archives: finances

May 29, 2017

Teaching Your Kids About Money – Teenagers

Sometimes your teenage children think they know everything. Do they know that if they saved the $6 they spend each day on a super antioxidant smoothie (or caramel macchiato), in 8 years they could buy a 4-door sedan in soul Continue reading…

October 3, 2016

Teaching Your Kids About Money – The Early Years

What are you teaching your children that will best prepare them for a successful adulthood? To be polite and say thank you? To believe in themselves? How about that if they save 15% of every check they ever earn, they Continue reading…

September 26, 2016

Estate Plan Must Haves! – Lessons Learned Post-Prince

A will is the cornerstone of your estate plan. It allows for an organized distribution of your assets after you pass. Not only does it make sure that your assets end up with your chosen loved ones, it also reduces Continue reading…

July 27, 2016

Emotional Decision-Making When Markets are Volatile

There’s no question that periods of increased market volatility, like we have seen recently, can be unsettling. However, deciding to move to the sidelines versus staying the course can have long-lasting implications. In fact, making emotionally-based decisions in regard to Continue reading…

July 11, 2016

Identity Theft – Credit Freeze

Recently, a friend told me that a good Samaritan found and returned the wallet he had lost the previous day. The funny thing he said, was that the credit cards and money were still there but his driver’s license and Continue reading…

May 16, 2016

Single Parents Often Walk a Financial Tightrope

Being a single parent demands so much of a person’s time and energy that taking care of longer-term financial concerns often take a back seat. So many single parents face financial restrictions that make it seem they are constantly on Continue reading…

May 3, 2016

Investing in yourself can be the most profitable investment that you can make.

While we financial advisors need to know a lot about numbers, we often use some shortcut “rules-of-thumb” to make quick estimates.  Two of those rules-of-thumb are the Rule of 72 and the Rule of 115. The rule of 72 is Continue reading…

April 13, 2016

Getting Help Following Divorce, Part 2 – How to choose a Financial Planner

Determining who is best qualified to help you reach your financial goals, understanding what they can do for you, and getting clarity on how they get paid for their services may be a challenge if this is all new to Continue reading…

April 4, 2016

Making Cash Flow, Flow Positively

One of the challenges of divorce is separating income that used to be joint income, along with separating into two households versus one. This is a recipe for cash flow drain for most couples.  All of the sudden the same Continue reading…

March 29, 2016

No Fooling! April is Financial Literacy Month

Did you know that there is a National Financial Literacy Month?? Well, there is! The powers that be have selected April to be the Financial Literacy Month. Why April rather than July probably goes to the fact that so many Continue reading…