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With wedding season in full force, I am reminded of the wonderful memories from my three daughters’ weddings. Each of their weddings reflected their own unique personalities. One was quite traditional, one was outdoors and one was a … [Read more]
A recent Bankrate study found that only 17% of Americans have no financial regrets. Among the choices in the survey that included taking on too much credit card debt and student loan debt, the biggest financial regret chosen was not saving early … [Read more]
As my children conclude yet another school year this week, I am reminded of the weightless feeling I experienced at the end of each school year growing up. However, just as my excitement turned to boredom as a child, I expect my children to quickly … [Read more]
I recently read in the media that Prince died without a will, according to his sister. In such a case that someone dies intestate, a probate court takes over to distribute the deceased’s property, which could greatly differ from what the deceased … [Read more]
Financial news has been filled with the new DOL Fiduciary Rule, which was finalized Wednesday, April 6, 2015 and will go into effect January 1, 2019. What is the DOL Fiduciary Rule? Introduced five years ago, the final version of the rule requires … [Read more]
From an early age it seems that I have always been managing money. My parents gave me an allowance for helping around the house, and I had to use my savings to make some of my purchases. They also owned a small business and I helped count the money … [Read more]
I was recently at a fundraiser where one lucky raffle winner won a grand prize of $5,000. When asked what she was going to do with the money, the winner responded that she was going to pay off some of her debt. I was impressed with the winner’s … [Read more]
One of the biggest hassles at tax time can be gathering and organizing all the tax documents to give to your CPA. But what if you had a place to store your documents throughout the year that was secure and online, giving you convenient access anytime … [Read more]
After many years in the banking industry, I was at a crossroads. While I enjoyed working in the financial industry and helping people and businesses finance their dreams, I was tired of the regulatory nature of banking. I wanted more of a direct, … [Read more]
For many small business owners or self- employed individuals contributing to a retirement plan often goes ignored. With so much focus on the business itself, it can be hard to prioritize retirement savings, especially when you’re trying to keep costs … [Read more]
