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…
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…
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…
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? …
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…
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…
You are feeling tired and the stacks of mail with forms to fill out is overwhelming. I don’t have a magic wand to make this all disappear. This short video will help you prioritize and organize the inevitable financial tasks that come with a loved one passing away.
