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…
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…
