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! …
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…
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…
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
