What are you reading? I like my personal finance books like I like learning about history: through the lens of people’s experiences and emotions. Fewer numbers, more laughing and crying, please! Not that the technical stuff isn’t important, but that might be easier to learn (and more applicable to your situation) from your CPA…
Is college for everyone? In the last of my August series on education, I wanted to look at some alternatives to the traditional university path. After all, at an average cost (tuition plus room and board) of $25,000/year for public in-state or $50,000/year for private schools, you may be questioning your will or ability…
The Alliance Foundation I am proud to be a part of the Alliance Foundation whose mission is to help women become economically empowered so they may move themselves out of poverty, homelessness, abuse, or addiction. The Alliance Foundation funds three efforts: College scholarships for 3 Denver women in their Junior and Senior years…
Back-to-school is in the air, so let’s stay with last week’s theme of education. Many people struggle mid-career with the question of whether to further their education. They may be asking, “Am I being held back for my lack of a Masters’ degree?” or, “Would having a PhD under my belt make me more in-demand?”…
Clearly, once I have a theme, I can’t let go. It’s back-to-school month and that could make some of us feel guilty about the lack of savings we’ve done for our kids’ college. What’s holding you back? Maybe by clearing up a few misunderstandings about college savings, it will motivate you to start a 529…
If you’re thinking about retiring, but not sure if it’s the right time, you’re not alone. In this article from Investopedia, 6 Signs You Are OK to Retire, I offered this advice: From Investopedia This may seem like a no-brainer, but many soon-to-be retirees simply forget to crunch the numbers. Before you ditch…
Last week, I talked about the fear that financial planners have of being shoved out of our careers by robo-advisers. This is kind of funny because the other gloom and doom projection for my industry is that we are woefully short of financial planners. So, which is it? Let’s take a look. According to an…
It’s my passion. I know I should be excited to be quoted in this piece from CNN Money – and I am. But what I’m REALLY excited about is that they’re asking a question that relates to one of my favorite pastimes. Consignment clothes shopping. Yes, whether it’s in a meeting or walking down…
A hot topic among my financial planner friends these days is whether we will all be unemployed by the advent of robo-advisers. Will machines take over financial planning where humans were once needed? Is all technology an advancement? Like all technology disruptions (Uber to taxis, Amazon to physical stores, Microsoft Word to steno pools),…
From Investopedia I’m a 26-year-old professional with a 401(k), a Roth IRA, and a non- retirement account. I contribute enough to my 401(k) to get my employer’s match, and I try to max out my Roth IRA every year. But of those three accounts, where should my extra income be going? I’m not sure what’s…
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