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May 22, 2017
Five Money Moves To Make Before Summer

5 Smart Money Moves To Make Before Summer

When thoughts of vacation and beach come floating across your mind, chances are thinking about your financial life is at the bottom of your priority list. […]
May 15, 2017
Stock market ups and downs

How To Effectively Deal With The Stock Market’s Ups and Downs

Do you anxiously check the stock market’s rising and falling multiple times a day? You are not alone in your woeful obsession, however it might be […]
May 8, 2017
Stock Market

24 Stock Market Reality Checks You Need To Know Now

The U.S. stock market has seen a pretty good run up over the last several months. The jobs reports have been favorable and your 401(k) statement […]
May 1, 2017
Robo Advisors vs Financial Advisers: Which choice is for you?

Robo Advice: Better Than No Advice?

The proliferation of Robo-Advisors bringing low priced financial services out into the market has received significant buzz over the past few years. As is customary with […]
April 24, 2017
Taking a vacation from your money

Why Everyone Needs To Take A 30-Day Vacation From Money

Dealing with financial matters is stressful. There’s a lot to do, know, plan, and track—and there are endless decisions to be made without the benefit of […]
April 17, 2017
4 steps to financial self-assessment

Mirror, Mirror, On The Wall: 4 Steps To Financial Self-Assessment

If life were only as simple and fun as a BuzzFeed quiz, we’d be awarding ourselves with lavish titles of “hero”, “artist” or “divine spirit”. But […]
April 10, 2017
Financial life planning perspective

When It Comes To Your Financial Success: What Is The Meaning Of “More” vs. “Less”?

Less is more. More is less. Financial success is all about balance, perspective, knowledge, values, and how you define what is most important to your happiness. […]
April 3, 2017
Tax Time

How Getting A Sizeable Tax Refund Can Lead To More Dollars Into Your Future Paychecks

If you are like most people, getting a sizeable tax refund is a celebration. That unexpected windfall might lead you to dreams of vacations or purchases […]
March 27, 2017
Family discussions about money

Avoid Retirement Disaster By Taking These Important Steps

“We looked at our account balances, and based on our back-of-the envelope thinking, it looks like we’re fine.” Amy said with not a small amount of […]
March 20, 2017
Finding the balance between needs vs. wants

Finding The Balance Between “Needs” vs. “Wants”

The question of what you “want” vs. what you “need” can be a tricky discussion filled with hidden dreams and pent up anger. Your feelings over […]
March 13, 2017
How to trim the fat from your budget

6 Money Hacks To Trim The Fat From Your Budget

Winter. The season when hibernating becomes routine, exercise lessens and somehow, extra weight tips the scales in the wrong direction. The same is true when it […]
March 6, 2017
Stock Snap

When the World Feels Out of Control, Focus on What You Can Control

For those suffering from post-election PTSD or other feelings of worry, despair or emotional upheaval, your pain is shared throughout the country and the world. However, […]
February 27, 2017
Avoid the 4 biggest tax scams this season

Avoiding Tax Disaster—Beware Of These 4 Common Tax Scams

The “Dirty Dozen” list of Tax Scams for 2017 has been released by the Internal Revenue Service. Inside this list resides some all too common and […]
February 20, 2017
How to face the truth when it comes to your finances

When It Comes to Your Money, Does the Truth Hurt?

“We’ve been arguing about this for year, and here we are in our 50’s. It’s time to stop!” Laura said empathically. Paul’s downcast eyes and silence […]
February 13, 2017
How to start planning for your retirement now

Don’t Have A Retirement Plan Yet? Here’s Where To Start

When it comes to retirement and planning, I’ve heard them all: “I love what I do. I can’t imagine doing anything else.” “I’ll never have enough […]
February 6, 2017
Choosing your core values to lead to financial success

Discovering Your Number One Value That Leads To Your Financial Successful

“We want to retire by the time we reach 60!” “It’s vitally important to send our kids to the college of their choice!” “I want to […]
January 30, 2017
Dow Jones Hits 20,000

The Dow Hit 20,000. Now What?

The Dow Jones Industrial Average hit 20,000. The aftermath was a barrage of media stories—some encouraging, others less optimistic. The positive stories prompted investors to buy […]
January 23, 2017
Man sitting and looking at New York City

7 Decisions That Can Lead You To Financial Misery

“Fake” news: One of the most controversial and trending topics to discuss today. Who is trolling whom— and what is the real agenda behind all those […]
January 16, 2017
Inspiration on a computer

A Financial Warning: If All You Have Is a Hammer, Everything Looks Like a Nail

We are surrounded by articles, advertisements and enticements prompting investors where to find the best yield, the best returns, the best investments, the best everything. And who […]
January 9, 2017
Happy New Year 2017

The 5 Most Important Money Hacks to Start 2017 Right

“Cheers to a new year and another chance for us to get it right.” –Oprah Winfrey Emily and Bob sat in the meeting room with a […]

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