Category Archives: investing

home loans, investing, Stocks/Bonds/ETFs · March 23, 2016

Four Smart Moves in a Falling Stock Market

Nobody likes to see the value of their investment accounts fall, but whether it’s a correction (a drop of at least 10% but less than 20%) or a full-on bear market (a decline of 20% or more) the reality is…

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credit cards, home loans, investing · March 16, 2016

4 Signs You’re About to Make a Very Big Real Estate Mistake

With the Spring home buying rush just around the corner, I want to make sure that you don’t buy into a very big mistake. While the stock market is going through a rough stretch, housing continues its impressive rebound from…

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investing, retirement, saving · January 13, 2016

Conquer Your Retirement Fears

I don’t know about you, but if I see or hear of one more survey about how panicked most Americans are about their retirement, I will scream. That we have a national fear of retirement preparedness is abundantly clear. What…

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car loans, debt, Portfolio Management, saving · January 6, 2016

Take Care of Your Family’s Financial Fears

When it comes to ranking financial fears, worrying about how your family will fare if calamity strikes is probably at the top of your list.

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debt, investing, retirement, saving, Stocks/Bonds/ETFs · November 18, 2015

Are You Hostage to a Self-Storage Money Pit?

It’s estimated that Americans spend more than $20 billion a year renting space in a self-storage facility. According to the Self Storage Association, the number of households renting out a storage facility has grown 65% over the past 20 years.…

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budgeting, investing, IRAs/401(k)s, Stocks/Bonds/ETFs · November 4, 2015

Will Your Holiday Spending Pass This 3-Question Test?

We’re heading into the dangerous money season. With the holidays quickly approaching it’s that annual time of year when the goodness of your heart can lead to very bad results: You overspend on gifts, dining out, or nights out on…

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debt, investing, saving · October 21, 2015

The One Employer-Provided Benefit You Really Should Use More

An estimated 40% of Americans who get paid vacation days don’t use all their allotted time. On average we’re leaving the equivalent of about one week a year on the table.

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health insurance, insurance, investing, IRAs/401(k)s, retirement, saving, Stocks/Bonds/ETFs · October 7, 2015

Open Enrollment Season: 4 MUST-DO’s

Please don’t keep your health insurance on autopilot. I know it’s tempting just to ignore the annual “open enrollment” communications from your employer to review your choices, and just stick with the plan you have.

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health insurance, insurance, investing, retirement, saving · September 30, 2015

Health Insurance: 3 Reasons You Should Pick the HSA Option

About half of large employers now offer a high-deductible health insurance plan (HDHP). I know the mere mention of “high deductible” might send your blood pressure skyward, but please listen to me. For many of you, a HDHP may be…

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