My Favorite Funny Financial Quotes
If you’ve ever called me and reached my voice mail, you know I love to record funny financial quotes. I hate boring voice mail messages so I try to spice mine up a bit! Here are some of my all-time... Read More →
10 Simple Rules For Building Wealth-Part 1 of 3
You probably already know the principles for building lasting wealth. Most people do; yet, few people actually live according to them. Most people fail to build wealth because the rules are easy to understand but surprisingly hard to live by.... Read More →
Financially Speaking…Stupid Should Hurt
As a financial advisor I see stupid financial decisions every day. I’ve watched helplessly after advising clients not to do something, the results of ignoring that advice. It’s painful. Stupidity should be painful. Maybe I’m being a little cruel using... Read More →
April is Financial Literacy Month – Appreciate the Benefits
In the case of financial literacy, change is good. I want to just recap all of the things the website brings up as benefits to sticking with the plan. If you stick with it: A sense of accomplishment less stress... Read More →
April is Financial Literacy Month – Assemble a Financial Team
I was meeting with a client recently and discussing updating their financial plan. During that meeting I described my analysis of the financial planning data as a puzzle. Sometimes the puzzle just “fits”. Sometimes it gives me fits! In any... Read More →
April is Financial Literacy Month – Understand the Cost of Credit
If you are reading this series of articles for the first time, April is Financial Literacy Month. The website has a 30 Step Program to help you become more knowledgeable about your finances. I have written a bunch of articles so far... Read More →
April is Financial Literacy Month – Protect Yourself by Performing Financial Check-Ups
My hope is that by now you have gone to the Financial Literacy Month website, taken the pledge and actually shared the information with someone else! This is really good solid financial education. If you have adult children starting out... Read More →
April is Financial Literacy Month – Share A Tip
We’ve covered a lot during this series on Financial Literacy. Some of the topics have been about, debt, cash reserves, setting goals and retirement. Now we are covering a step that you can do yourself! Step 24: Share a Tip... Read More →
April is Financial Literacy Month – Secure Your Financial Future
Financial Literacy month has really inspired me to write about some basic financial education. As I said in previous posts, I found the website, www.financialliteracymonth.com recently and was really impressed. The website focuses on a pledge and a 30-step process to gaining... Read More →
April is Financial Literacy Month – Expect The Unexpected
In previous articles we’ve covered, Committing to Change, Clearing Out The Financial Clutter, Reduced Debt, designated a Family CFO, and set goals and priorities. Now we’re going to deal with the unexpected. You know the stuff that always happens when... Read More →