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FINRA | Broker Check | SIPC

Month: November 2022

Lifelong Learning

Most of the time when people come into our conference room or call us up, they want help with how to do something. Whether it’s saving money, budgeting, making major purchases or signing up for insurance, they want to know how.

Bring Your Financial Questions!

If the 80/20 rule applies to everything in life, then I’ve got to assume that the 20 percent of you who ask a lot of questions in your planning meetings have a pretty good understanding of our financial planning discussions. For that 20 percent, you’re good to go, and I love the questions you ask – it helps me understand what’s going on in your head, and to gauge your understanding of these not-so-everyday kitchen conversation topics. 

My Best Piece of Financial Advice

A teacher friend of mine recently asked me a question. She does something in her classes she calls Financial Fridays, where she talks to her high school students about a useful financial topic each week. (I wish more teachers would do this!). She wanted to know the number-one piece of advice I would give to a person just out of high school to set them up for future financial success. 

Have You Set Your Holiday Budget?

The catalogs, the catalogs! My mailbox has suddenly in the last few days been invaded by the seasonal army of festive holiday magazines, all suggesting that if I only spend $199 (each!) for those themed placemats, my dining room table will be shown off in all its glory just like the one in the picture. The only problem is, what the marketing people at that company don’t know, is that my dining room table has knife and fork marks all over it, and probably a few drops of blood from the kids! So we’ll probably be looking for a full-size table cloth instead. 

3 Money Moves for Scary-good Results (And 3 to Avoid)

I don’t know about you, but I love Halloween. The creative costumes, haunted houses, adorable kids (and the chance to act like one!), plus copious amounts of candy all add up to one of my favorite holidays.
With Halloween happening earlier this week (and all the candy still staring at me!), I got to thinking about some of the “money monsters” we see our clients facing, and how to keep them from sending you running in fear.

But first, I also want to outline a few habits we recommend that can produce scary-good results as well.

Holiday Conversations

Later this month, most of us will be gathering together around the table with our families, whether parents, aunts, uncles and siblings, or the friends and neighbors we consider family because relatives are far away. Thanksgiving is one of my favorite holidays, if only for the fact that it’s simple (well, maybe not for the cook!). You put some food on the table, and once you’re done feasting, you find the dessert table full of pies! Then the countdown begins to cold turkey sandwiches.

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