As I sit here and eat the Take 5 bars that I will not be giving to trick-or-treaters, it seemed appropriate to offer a quick market commentary about what has been scary and sweet so far in the 2018 investment…
My brilliant social media guru, Catherine Tidd of Social Seed Marketing, recently made me aware of the many opportunities to celebrate just about anything with International fill-in-the-blank days. Sadly, I missed National Talk Like a Pirate Day on September…
Welcome back, Scott Arnold, CFP ® to conclude his 2-part blog on using the Three Jars method to help teach his young boys life and money lessons. When my wife and I started The Three Jars with our boys,…
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…
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.
