Finacial Planning
Mid-Year Investment Review
When was the last time you checked that your investments still reflected your long-term investment strategy?
No More Excuses: Get Money Smart—For Free. The Time is Now
I am continually frustrated when I read surveys that show how anxious many Americans are about their financial situation.
What No Mother With Young Children Can Afford to Leave Off Her Shopping List
I was shopping at Costco recently, enjoying the great value as always. While waiting in line to check out I got to chatting with a few young mothers-with babies in tow-who were waiting as well. Me being me I was curious if these women who obviously knew a thing or two about shopping had bought protection for their family.
Money Gifts to Kids: 3 Rules Every Parent Must Follow
As we are heading into the holiday season, I know plenty of kids will be receiving a check from a grandparent, aunt or uncle. So I want to review how every family with kids under 18 should handle financial gifts year round.
