Newlywed goals: Five steps for getting financially organized with your new spouse
It’s a story we hear quite often from newlyweds. One person is ready get their financial lives in order after the wedding, and the other just isn’t all that interested…. …
Investments 101: The skinny on investing
A lot of people hear the word “investing” and their eyes glaze over. They think: “That’s way too complicated”, or “That’s something only wealthy old people do.” Others just have… …
Entrepreneur vs. employee: Three big differences in your personal finances
There are two groups of people in the professional world. You have the entrepreneurs, who create, organize, operate and grow businesses; and the employees, who keep those businesses chugging along… …
Beating the market: Why it doesn’t work
What kind of investor are you? Do you open your monthly account statements, take a quick glance at the first page to see if you made any money, and move… …
Cohabiting: Five ways to align your finances in your relationship
Living together, and unmarried? Join the crowd! More and more couples are holding off on those wedding vows, or scrapping the whole idea of marriage all together. In fact, recent… …
Seven ways flying planes is like preparing for your financial future
What better way to explain the ins and outs of personal finance than by combining two of my own passions: making a positive impact on people’s financial lives, and flying… …
Avoid a financial freak out: What you should be focusing on
Everyone worries about money at some point. Financial stress can keep people up at night, strain relationships, and just wreak overall havoc on your daily life. In fact, according… …
What to expect: Meeting with a financial advisor for the first time
First things first: If you’re looking to hire a new financial advisor, interviewing a few prospects is a must do! How else will you know if she/he is the right… …
Career move: What to do with that old 401(k)
When you make the decision to leave your employer and start anew, you’ve got all kinds of questions running through your head. Will I like my new job? Am I… …
How much are your investments costing you?
Whenever people talk investing, one of the main topics that comes up is returns. How much money will investments make over time? Higher returns = better investments, right? But here’s… …