It’s the family event of the year! We all look forward to it so very much. If there’s one activity we can agree is the very best thing we do …
Build a Better Budget By Becoming unBurdened By Blind-Spots
Almost nobody wants to budget until there’s a crisis. The truth is, you may not even need to budget at all if you’ve been living the same general lifestyle for …
Learn Math? But I Have a Calculator!
We’ve all heard the argument against memorizing facts and information for a test in the modern age. “I’ll be okay as long as I know where to find the information.” …
Financial Finish Lines and Mile-Markers
The Boston Marathon was held last weekend. It’s an event where otherwise normal people travel great distances, at great expense, to punish themselves physically, mentally, and emotionally for 26.2 uninterrupted …
Decision Making a Four-Year-Old Would Approve Of
I fear that we’re all victims. All too often, we’re victim to forces that surround us that are pushing us to act in ways that appear to be rational but …
Frugal Is As Frugal Does, Mostly
Years ago, when I first began in this business of money stuff, I had it in my head and in my heart that I wanted to help people budget better …
Three Years! Edition #156
I may not be the most handsome, the most charming, or the tallest (the first two are up for debate) Financial Advisor in the country, but I may be the …
Is 70 the New 62?
[This discussion may or may not apply to you, but it certainly applies to somebody you care about, so feel free to pass it on.] As I scan the retirement …
Daddy-Daughter Dance
Last weekend I had the pleasure of accompanying two of my daughters to the annual Daddy-Daughter Dance at their school. It’s a fascinating event, with pretty dresses, loud music, high-pitched …
The Battle For Status – Your Best Weapon In a Winning Campaign
Have you ever stopped to consider the role that status plays in your life? Of course, status is evident in our work relationships; supervisor, manager, and president are titles that …
