Even a dedicated financial planner has to take a break already from the endless nagging to save, save, save. How about a little humor to break up the monotony? “It’s Fourth of July weekend, or, as I call it, Exploding Christmas.” — Stephen Colbert “Kiss is a Fourth of July fireworks show with…
Here are a few things I plan to do with my kiddos this summer. I hope to see you there! Red Rocks for movie and a band – Probably not Citizen Kane, but what kids doesn’t love Ferris Bueller’s Day Off? http://film.redrocksonline.com/fotr Hiking without the long drive – Yes, they will totally complain about it,…
As I write this blog (I write them in advance of them coming out), I’m waiting for yet another cancellation notice for my sons’ games this weekend due to weather. We will be playing spring sports make-up games until August at this rate. It’s not so disruptive to my schedule because I am a very…
This month, I’m writing blogs on topics that people have suggested to me. Today’s, about cleaning out your clutter, is dedicated to my parents who asked me to write it a few weeks ago. It was while my mom was cleaning out their basement AGAIN. Honestly, I think my folks’ basement must be like that…
April showers bring May flowers and so my theme for this April is change. I’m certainly ready for the change from winter to spring, but are my clients and friends ready for other changes that life hands them? Am I ready? Probably not. So, here is my stream of consciousness list of questions to think…
There is an old saying that goes “love what you do and you will never work a day in your life.” That’s great, but maybe not practical for everybody. I really appreciate the people who collect my trash, deliver my paper, and plow the streets when it snows. Are they living their dreams with their…
“Money is not the most important thing in the world. Love is. Fortunately, I LOVE money.” – Jackie Mason “Money and women. They’re the two strongest things in the world. There are things you do for a woman you wouldn’t do for anything else. Same with money.” – Satchel Paige “Money can buy…
Here are some traditional gifts of love that you can replace with gifts of financial health with your sweetie. Cost of one dozen red roses delivered: $69.99 Invest $69.99/year for 20 years at 7% and you will have $3,070. Enough to buy a 7-day Caribbean Carnival Cruise for two! 5th wedding anniversary: Wood…
Happy New Year! As a financial planner I have some hopes for your 2016 to pass along. May you find joy in the free (or very inexpensive) things in life – sunsets, walks with your dog, a home cooked dinner with family, or hugging a friend. And then, take the savings from fancy vacations, dinners…
“Mail your packages early so the post office can lose them in time for Christmas.” – Johnny Carson “Christmas is the season when you buy this year’s gifts with next year’s money.” – Author Unknown “Santa Claus has the right idea. Visit people only once a year.” – Victor Borge “There is…
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