Financial Planner

What Is The “Best Use” Of Every Dollar?

There is a popular adage often attributed to Benjamin Franklin, the father of time management, “Failing to plan is planning to fail.” I think a lot of people believe that financial planning is only for the wealthy, or for the people who are a financial train wreck. That might be partially true…before I left my…

Financial Planners

Six Investing Mistakes and How to Fix Them

Ah, Wall Street.  Playground of billionaires and the only place in the world where 1+1 can equal 3 or -47. Sometimes on the same day. Is it any wonder that one of the most nerve-wracking tasks of financial planning can be understanding how to invest your 401k, IRA or other account? In fact, I think…

Financial planners

How to Manage Your Money in Uncertain Times

Let’s get real here: we’re living in a crazy world right now.  There is political upheaval all over the world — not just here in the U.S. of A. There’s financial uncertainty around healthcare, jobs, wages, tariffs, the stock market, and more. All this uncertainty can be unsettling and overwhelming. And overwhelm can cause people…

The Early Holiday Money Roundup

  During this time of year, I actually go back and re-read an old set of blog holiday posts—almost like reviewing journal entries (if you keep one).  These are the posts that remind me to stay sane now that the holidays are coming! It’s so easy to become completely unconscious during the holiday season…we eat…