Last year’s Valentine’s Day blog was about how to not break the bank on this holiday. But, if you really need a change this year, the way to really get your finances in order may be to kick your negative money habits to the curb and change your relationship with money. Below are a few [...]
Archive for the ‘Financial Planning’ Category
This Valentine’s Day Get Rid of Loser Money Habits
Posted in Financial Planning, tagged financial check-up, Investments on February 13, 2012 | Leave a Comment »
The New Consumer Financial Protection Bureau Puts Consumers First
Posted in Financial Planning, tagged Consumer Financial Protection Bureau, Dodd-Frank Act, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 on February 7, 2012 | Leave a Comment »
In a recess appointment on January 4th, President Obama appointed Richard Cordray as the first director of the Consumer Financial Protection Bureau, (CFPB). The Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 (Dodd-Frank Act) established the consumer bureau. Former TARP Chair, Elizabeth Warren is widely credited for her middle-class advocacy, and relentless persistence [...]
Year of the Dragon Financial Makeover
Posted in Financial Planning, tagged budget, Chinese Zodiac, debt, emergency savings account, Retirement on February 6, 2012 | Leave a Comment »
Occupying the fifth position in the Chinese Zodiac, the Dragon is the mightiest of the signs. The Dragon is a creature of myth and legend, and a symbol of good fortune and sign of intense power. In Eastern philosophy, the Dragon is said to be a deliverer of good fortune and a master of authority. People born [...]
10 Things to Do in 2012!
Posted in Financial Planning, tagged budget, credit report, insurance review, refinancing, resolutions, risk, Taxes, will on January 30, 2012 | 2 Comments »
It’s time to get the checklist out again as we start a new year. You’re hearing this from a checklist fanatic. I’m always afraid that somewhere down the road I will drop the ball on something which is why I try to follow the logic of the book titled The Checklist Manifesto by Atul Gawande that [...]
The Positive State of the Union
Posted in Financial Planning, tagged 401(k), customer loyalty, debt, dollar cost averaging, European Debt Crisis, European Union, financial freedom, financial stability, interest rates, State of the Union, uncertainty on January 6, 2012 | Leave a Comment »
The end of one year and the beginning of another is a popular time to reflect and plan. 2011, and for that matter the first decade of the 2000’s, was pretty miserable for matters of money. Whether you are young or old, working or retired, these are difficult times. The headlines reflect the uncertainty and [...]
20 Financial Planning Questions That You Need an Answer To!
Posted in Financial Planning, tagged asset allocation, emergency fund, Insurance, net worth, Retirement, risk tolerance, save, spend on November 29, 2011 | 1 Comment »
Answering financial planning questions is something that I am passionate about and absolutely love to do. Although when I think about what’s important in my business, it is not so much answering those questions (because lots of times people don’t understand, remember, or get around to it), it’s really about getting to the heart of [...]
Mirror, Mirror…
Posted in Financial Planning, tagged financial crisis, financial security, emergency fund, cash flow, Occupy Wall Street, personal financial decisions, investment decisions on November 11, 2011 | Leave a Comment »
Occupy Wall Street is creating a great deal of buzz around the globe, and it is a remarkably fascinating movement to witness. No matter what side of the proverbial fence you reside on, this movement is drawing a great deal of attention to several issues our country’s leaders have long ignored. Opponents argue that there [...]
To Our Military Members: Protect Your Financial Future
Posted in Financial Planning, tagged budget, credit, emergency fund, estate planning documents, financial habits, goals, Insurance, Thrift Savings Plan, U.S. Navy on November 10, 2011 | Leave a Comment »
My first real job was the U.S. Navy. I was 17 years-old and was leaving home and going to be “on my own” for the first time. The Navy taught me many things, some of which have shaped the person I have become but one thing I didn’t learn was how to manage money. My first [...]
Where the Heck is Easy Street?
Posted in Financial Planning, tagged economic crises, optimism, Steve Jobs, Wall Street on October 27, 2011 | 1 Comment »
From Main Street to Wall Street, people are desperately looking for Easy Street. The troubling state of affairs is infusing fear into America’s spirit like the toxic oil that pumped into the emerald Gulf waters just over a year ago. Despair and anger over economic and leadership crises have choked off the flow of creativity and optimism [...]