This week and next, I’m thrilled to welcome guest blogger and fellow financial planner Scott Arnold, CFP ® to discuss how using the Three Jars method has helped teach his kids life and money lessons. Take it away, Scott! My wife and I have two incredible boys, ages 8 & 6. Their personalities are…
As my faithful readers know, sometimes I get tired of coming up with new blog content, so I arm wrestle other people into writing for me. And sometimes the content has nothing to do with finance, just something I thought was interesting. Today, I welcome nutritionist Maureen West to tell us all about probiotics. …
We are getting back to into the swing of the school year and for many, school means college. College soon, or college now, and the angst of paying for it. I went to a seminar last year by Joe Messinger, CFP ® of Capstone Wealth Partners. He gave us amazing perspective on the student…
A question that comes up from clients of all ages is “how do I handle the dividends and interest from my investments?” What is a dividend, anyway? From the Google dictionary, a dividend is “a sum of money paid regularly (typically quarterly) by a company to its shareholders out of its profits or reserves.” …
Education can get you the only thing that really matters in today’s world — an assigned parking space.” — Gene Perret You know there is a problem with the education system when you realize that out of the 3 R’s only one begins with an R. – Dennis Miller As long as algebra…
I am so happy to welcome guest writer and friend Julie Sequeira. Julie is property and casualty insurance agent/expert with American Family Insurance. Because home and auto insurance is one of our largest household expenses, I wanted a little more insight into rates and how we can be better insurance consumers. Take it away, Julie!…
Welcome back to the Costco Boxing Ring! This week, to counter the non-love of Rebecca Kennedy, we have Addie McHale, CFP ® to extoll the virtues of a Costco membership. Kristi: When did you get your first Costco membership? Why? How long did you have it? Addie McHale: I have been going to…
For your entertainment, I have brought into the fighting ring two financial advisors, Rebecca Kennedy and Addie McHale, to duke it out over whether a Costco membership is a good or bad financial move. Hold onto your hats, readers! This could get messy! This week we hear from Costco Non-Believer, Rebecca Kennedy, CFP ®.…
This week I am happy to offer an article by guest blogger Sara Zessar, an expert in the field of finding the college fit for students and money to help pay the tuition. Read more about Sara at the end of this piece. What is a merit scholarship? In essence, it’s a scholarship…
Life expectancy is a concept that seems basic but is not well understood. If we all knew the exact date of our death, the whole financial advice industry could cease to exist. After all, if you know exactly how many more days you need your money to last, all planning can be done with an…
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