A few weeks ago I wrote an article for Money Magazine online and it was read by hundreds of thousands of people that week. I’m very proud to have written the article, and I want to take a look at why this topic is so intriguing. I was told by the editor that it was…
3 Mistakes I Made When Leaving My Corporate Job
I’ve run into a few people this summer who are really excited about entrepreneurship. Here’s one that I heard several times: Entrepreneurship is the new job security. And I agree! After working for myself and creating my own business, I can’t imagine living in the stress of my corporate job. I feel much more secure…
Two Keys to Success: Entrepreneurial Thinking and Personal Finance
“An investment in knowledge pays the best interest.” Benjamin Franklin. I couldn’t agree more with this statement, and that’s why I am so passionate about education! Whether helping my clients understand their financial lives or teaching kids about money, I love to share my knowledge. Education is the key Do you remember learning anything…
Declutter Your Life
“Out of clutter, find simplicity.” ― Albert Einstein. You know that feeling you get when you finally clean out the attic, garage or basement… that sense of satisfaction that you can’t help but enjoy for the next few hours? Where does that come from? We revel in this feeling of accomplishment because it’s one more thing we…
3 Myths About Buying Your First Home
The thought of buying your first house (condo, apartment) can be exciting. It’s most likely the largest purchase you will have ever made and it’s something that you can call your own. It’s definitely a major step and you may even get that cool feeling of “yes, I’ve finally made it!” With such a major…
Bye-Bye Retirement… Hello Life!
As you may have gathered by now, I’m not your father’s financial planner. I don’t simply focus on how much money you need to retire. Now don’t get me wrong, having enough money for what we now call “retirement” is all well and good. I’m suggesting something different; something that will alter how we live…
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 Santa. In fact, it’s a Top 10 list inspired by a conversation I had with my friend Katie Finch (Thanks Katie!). Here are the Top…
What’s your financial plan? What a dumb question…
This might be a shocking title coming from a guy who is a CERTIFIED FINANCIAL PLANNERTM, yet I’m sticking with it because it’s true. How can you have a plan specific to your finances? Can you really separate your financial plan from your life plan? When the question in the title is asked like this, our…
Flexibility and Results – The Hidden Connection
“Notice that the stiffest tree is easily cracked while the bamboo survives by bending with the wind” – Bruce Lee Everywhere you turn there is a “right” way to do something. Whether it’s the right way to eat healthy, save money, exercise or raise your kids, all the experts somehow claim to know what’s best for you…
Personal finance is like massage therapy
If that title doesn’t blow your mind, nothing will. But it’s true… After 4 days of golfing in Myrtle Beach, my body desperately needed to be straightened out… and Stacey Lubas, owner of Well Kneaded Therapeutic Massage was just the person to do that. As I lay on the massage table I started to realize…