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Archive for the ‘Education’ Category

Summer Learning Opportunities

Posted in Education, tagged , , , , on June 17, 2011 | 1 Comment »

Most School Districts in Minnesota begin their school year after Labor Day. This is traditional in a state that has limited warm weather months and depends on tourism for a portion of its annual economic output. A later start to the school year also means that most Districts don’t release the kids for summer vacation until early [...]

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School’s Out for the Summer

Posted in Education, tagged , , , , , , on June 15, 2011 | Leave a Comment »

By mid-June, most students have packed it up for the summer. The pool is open, the sun is out and exams, homework and the annoying buzz of an early alarm are all in the rearview mirror. While summer is typically a time of rest and relaxation, many parents still like to try and work an educational [...]

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I Have a Few Years of Tax Returns to File

Posted in Education, Taxes, tagged , , , , , on March 22, 2011 | 1 Comment »

Part 2 of 3 In my previous blog, I introduced you to Willie who came to me with his box of tax information for many years asking me to assist him in getting the returns prepared and to figure out a game plan for his dilemma of not having filed tax returns for many years. [...]

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The New Consumer Financial Protection Bureau Wants to Hear From You

Posted in Education, tagged , , , , on March 1, 2011 | 1 Comment »

Last year the passage of the “Dodd-Frank Wall Street Reform and Consumer Protection Act” established the creation of the new Consumer Financial Protection Bureau (CFPB). The CFPB has been established to enforce consumer financial laws, to supervise large banks and financial services companies, and to adopt or streamline rules to make financial markets and products [...]

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Scam Alert

Posted in Education, Taxes, tagged , , , , , , on December 6, 2010 | Leave a Comment »

I had the recent misfortune to become involved in a scam. Things started innocently enough. Initially we received a couple phone calls and brushed it off simply as people dialing the wrong number or looking for another company with a similar sounding name. But the phone calls kept coming and then we started to get [...]

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I am Sorry… For Now. One GenX Apology

Posted in Education, tagged , , , , , on November 16, 2010 | 3 Comments »

My wife and I are trying very hard to raise four children in a very difficult environment. I live in Elkhart, Indiana which the New York Times called “the white-hot center of the meltdown of the American Economy.” Some neighbors are buried in debt, some have foreclosed on homes. Most struggle to keep some sense [...]

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Listening to Financial Jargon may be Hazardous to Your Wealth

Posted in Education, Investments, tagged , , , , , on November 12, 2010 | 4 Comments »

This past week, my sister-in-law completed her dissertation and earned her doctorate degree in Biomedical Engineering. I have had several conversations with her over the past few years about her research and have been amazed at how easily she can explain her work in words that I can understand. I am fully aware that the [...]

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A Happy Life: Reflections from the Dalai Lama

Posted in Education, tagged , , , , on October 28, 2010 | 5 Comments »

Hint: It has nothing to do with money For weeks, I had been looking forward to a visit with my son Colin on the campus of my alma mater, Miami University in Oxford, Ohio, and an audience with one of the most revered human beings in the world. On this beautiful fall afternoon, we joined [...]

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What It Takes to Fund College Education In the Future

Posted in Education, tagged , , , , , on September 28, 2010 | 7 Comments »

The other day I had a meeting with Ralph and Alice to discuss a number of issues they had on their mind related to saving money for the future goals and objectives they had. The two highest goals on their list were creating a fund for the future education of their two children Jennifer and [...]

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Cheap and Easy

Posted in Education, tagged , on September 23, 2010 | 9 Comments »

OK, it’s not what you think– we’re talking websites—credible free resources that can save you time and money. If you want to make your life easier and better, stay a minute longer and think again, especially if the story in your head sounds like this:  “I just don’t have enough time.” “Personal finance is a [...]

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