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Tuesday, April 10, 2018

Does investing strike “fear” in you? We once heard somebody say the word “fear” stands for “False Evidence Appearing Real.” That seems to apply to investing. Here’s why. The stock market makes...

 

Thursday, March 29, 2018

Most people consider insurance an important part of their financial plan. But do you also have an insurance philosophy that you use to determine exactly how much coverage you need? By the way, people often tell me they...

 

Tuesday, March 6, 2018

Many studies have shown that charitable giving provides greater happiness than buying more stuff. Eventually, you get used to your fancy new car, and the enjoyment it provides goes down. But giving forges feelings of connectedness and...

 

Friday, February 16, 2018

Spending: What to Do When You and Your Spouse are NOT on the Same Page? Most married couples take a “divide and conquer” approach to household tasks and chores. One spouse might handle weekly shopping, the other might...

 

Tuesday, January 30, 2018

Check out our winter Perspectives today, including tips on safeguarding your credit, making and sticking to your financial resolutions, and vacation destinations! Click here for the full magazine!

 

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Wednesday, January 24, 2018

“The only money that’s really yours is the money you spend. Everything else goes to somebody else.” Teddy Chafolious That piggy bank we remember from childhood wasn’t just a place to store our birthday money...

 

Thursday, January 18, 2018

Debt: What’s Your Story and How Do You Feel About It? In a recent study, half of Americans said their expenses are equal to or greater than their income. 1 Revolving credit, particularly credit cards, is an increasingly...

 

Wednesday, October 18, 2017

Check out our fall Perspectives today, including tips on health, reducing stress, and seasonal foods! Click here for the full magazine!

 

Wednesday, October 11, 2017

 

Thursday, October 5, 2017

Fall is here! The season of changing leaves, cooler temperatures, and fun fall holidays – like Halloween and Thanksgiving – are coming up soon. Here are 6 ways to enjoy all those fall activities without breaking the bank!...

 

Friday, August 11, 2017

Do you have a down payment? Putting at least 20% down is ideal. It avoids the need to purchase mortgage insurance and communicates to the seller that your finances are strong. If you don’t have 20%, there are programs for...

 

Monday, July 31, 2017

Our 2017 Spring Newsletter is here, and we can’t wait to share it with you. The common trend for this time of year is spring-cleaning, which isn’t always fun but sometimes necessary. The end result can make you feel so...

 

Thursday, July 27, 2017

 

Monday, July 17, 2017

No matter what generation you are a member of – Baby Boomers, Gen X, Millennial, or Gen Z – I have some free, basic financial advice that will serve you well. “Spend less, save more, and don’t do anything stupid...

 

Wednesday, July 12, 2017

It’s every parent’s worst nightmare: the unexpected phone call telling you that your child has been in a serious accident and is in the hospital. Frantic, you prepare to leave to be with your child as you call the hospital...

 

Tuesday, July 11, 2017

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Monday, July 10, 2017

An important part of your retirement plan is a discussion of the benefits of working, regardless of age. Retirement is no longer an event––it is a segue into an altered definition of life as you know it. One definition of...

 

Wednesday, June 21, 2017

When it comes to investing, the current standard of return on investment (ROI) can be self-limiting, adding pressure that is counterproductive. So much of ROI is not within our control. We can diversify investments––always...

 

Monday, June 12, 2017

 

Monday, May 22, 2017

Networking has, over the past couple of decades, become something of a buzzword. It’s schmoozing with less emphasis on selling something, and it’s socializing with a professional slant. Sometimes it’s fun, and...