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 →
Receipts – Can’t Live With Them, Can’t Live Without Them
I think we all can agree there is way too much paper in our lives! We get various statements, confirmations, letters, vouchers and receipt after receipt after receipt…. I’ve been trying to go paperless in the last year. I’ve been... Read More →
What the Heck Is Wealth Management Anyway?
Business cards. Probably the cheapest form of marketing and advertising you can buy. My business cards have all the necessary information on them, including the name of my company, Lexington Wealth Management. Sometimes I’ll hand that card out, the person... Read More →
When You Die, Where Does Your Dough Go?
Have you ever wondered what happens to your money when you die? Investors over the years have told me that have it all worked out. “I’ve got a will, a trust and spoke to an attorney.” Often, those instructions were... Read More →
Minimalist Money: 8 Ways to Simplify Your Finances
I do love the art of minimalism. Minimalism is an approach that assumes less is more, or to simplify. Sometimes it can be really hard to implement in different areas of our lives. Especially with our finances. I think we... Read More →
What’s the Difference Between A Primary and Contingent Beneficiary?
We most commonly think about beneficiaries in life insurance policies. However, if you have a 401(k), IRA or a bank account, you may be asked to provide a beneficiary. Beneficiaries are people or entities that you designate that will receive... Read More →
FileThis Fetch – Go Paperless and Get All Your Documents Organized
Over the last two years I’ve finally decided to go paperless. I resisted for so long out of fear that I would need a piece of paper at some point. The deciding factor was when I was looking for a... Read More →
How Fido Can Teach Your Kids About Finances
It’s been about a year and a half since our dog passed away. She gave us a lot of love for 12 good years. My wife still gets emotional talking about her even today. So I finally broke down and... 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 →