I Know What You Did (with your money) Last Summer
I saw a rerun of the classic slasher I Know What You Did Last Summer. The low-budget slasher film starring Jennifer Love-Hewitt, Sarah Michelle Gellar, Freddie Prinze Jr., and Ryan Phillippe was about four friends who are being stalked by... Read More →
Hoarding Cash Like Apple?
Are you sitting on a pile of cash? Does cash make you feel better or safer? For some of you it might make you sleep better at night to have a pile of cash that you could ski down. Some people... Read More →
Dealing With An Unexpected Financial Blow To Your Business
Remember that time you had that unexpected repair or a client didn’t pay you on time? Or you lost that big account that generates a ton of revenue? As a business owner, there’s nothing quite as stressful as getting blindsided by an... Read More →
Should You Use Your Savings to Pay Off Debt?
Most of us have savings and some debt. From time to time you’ve probably wondered if you should just get rid of the debt by using some or all of your savings. First, everyone’s situation is a little different. Each... Read More →
How My Christmas Will Be Debt Free
This summer before Labor Day, I saw plenty of Halloween stuff out in the stores. No big deal right? Then I saw Christmas Trees displayed before Thanksgiving. Wow. This morning I heard Christmas music on the radio and we are... Read More →
Stop Using Your 401(k) As A Piggy Bank
Did you have a piggy bank as a child? I remember having a piggy bank in my room when I was a kid. You know the kind. It was a pink pig with a cute smile on its face. It... Read More →
Mobilligy Review: The Best Bill Paying App I’ve Tried
I love finding a really useful app for my iPhone. You might think I have tons of cool stock market and financial apps loaded up. Not the case. I tend to be more of a minimalist when it comes to my... Read More →
7 Timeless Money Tips for Graduates
When the month of May rolls around I generally think about Mother’s Day, Derby Day, Memorial Day…. You get the picture. This year, I thought more about graduation day. After the last cap is tossed in the air and the celebrations... Read More →
5 Money Lessons From a Financial Advisor’s Mom
Mother’s Day is a day that we celebrate our Moms and what they mean to us. It’s a way to say thank you for their love and support. As we grow up, and even into adulthood, they are continuously teaching... Read More →
Can I Pick Your (financial) Brain?
I had a young 401(k) client call this morning. He’s always very polite and cordial and this time was no different. “What’s up?” I asked. His response: “Can I pick your brain for a minute?” So I said pick away!... Read More →