Tag Archives: gift giving

· September 20, 2017

Now is the Time to Get Your Family on Board with a Smart Holiday Plan

If you’re honest, I am confident you would tell me that you wish you could spend less around the holidays. This has nothing to do with being a Scrooge. But you also know from experience, that you end up spending…

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· January 6, 2017

What to Do With an Unused Gift Card

I hope your friends and family hit the bull’s eye with your gifts this holiday season. But I bet there are many of you who received a gift card (or two, or three) that you don’t have a burning desire…

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· December 7, 2016

Give Your Kids the Gift of Giving

The run up to the holidays at the end of the month is an especially great time to teach young children some money and life lessons.

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Home & Renters Insurance, Insurance, Saving · November 30, 2016

My Holiday Challenge: How Much Can You Save While Shopping?

You know that I have often stated that one of the keys to financial freedom is to feel as much pleasure from saving, as you get from spending.

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Car Loans, Debt, Saving · November 24, 2016

Nearly 1/3 Of New Car Buyers Are Making A Very Big Mistake

According to Experian, the percentage of consumers who chose a lease when purchasing a new car jumped from less than 27% a year ago to a record high of 31.4% in the second quarter of this year.

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Investing, Retirement, Stocks/Bonds/ETFs · November 2, 2016

Why ETFs Are The Best Choice For Your Retirement Investments

You know I am a big believer that a Roth Individual Retirement Account (IRA) is the best way to save for retirement. And for my money, I think Exchange Traded Funds (ETFs) are an ideal way to invest the money…

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Life Insurance · February 10, 2016

Best Ever Valentine’s Gift

I have the best ever Valentine’s Day gift for the love of your life. Life Insurance. Yes, I said life insurance. Before you call me unromantic (or something worse), hear me out.

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Debt · December 30, 2015

Financial Fear No More! Three Steps Toward Financial Freedom

Your money challenges are very personal.

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Debt, Saving · December 23, 2015

16 Wishes for 2016

As we turn the corner into a new year, my biggest hope is that peace and happiness is in great abundance for each and every one of you and all those you love. You know from years of hearing me…

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