Let’s say your cash flow is set and you have extra money at the end of the month. Now you need to establish a plan to grow that money. You…
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How Do You Guarantee Investment Growth?
Binary Decisions Are for Computers, Not for Humans
We often act like we live in a binary world, where we have only two choices: 0 or 1. These binary decisions work for computers, but not for humans. Luckily…
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Unexpected Benefits of Financial Planning: What Happens When You Start Talking About Money
Major life events like buying a home, getting married, having a child, starting a business, and investing for the future make the benefits of financial planning and talking about money…
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How Your Health Savings Account Can Supercharge Your Financial Success
I recently attended an event hosted by Fidelity in Washington DC. During the event, I spoke with a gentleman who helped write the regulations for several tax advantaged investment accounts back…
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Here’s How to Stop Fighting About Money with Your Spouse
Do you ever find that your conversations with your spouse or significant other get derailed when the topic of money comes up? If you said yes, you’re not alone. This…
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Top 10 Reasons Not To Use Your Parents’ Financial Planner
As we approach the holidays, I thought it would be fun to “make a list and check it twice.” This list really has nothing to do with the holidays or…
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The Illusion of Someday
Many people live their lives like there are 8 days in a week: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday and Someday. How many of us say “Oh I need…
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