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    How to Leverage Your Employer Incentive Plans to Meet Your Money Goals

How to Leverage Your Employer Incentive Plans to Meet Your Money Goals

Incentive is one of the driving forces in the world. If someone, somewhere is doing something, chances are they’ve been incentivized.

Nowhere is that more apparent than in the workforce. […]

June 15th, 2016|Career, Employee Benfits

What to Consider Before Accepting a Job Offer

Getting a new job, especially after a period of unemployment, can be exciting, validating and emotional. But before you say yes, consider the following aspects.

Starting a new gig is […]

Putting The Fun In Target Date Funds

To the layperson, investors are usually seen as a knowledgeable and busy bunch. They’re not wrong. The best investors are active, managing their portfolios regularly and making small improvements […]

Are Your Finances as Bad as You Think?

When meeting with prospects for an initial consultation and with clients for their first meeting, I tend to get the question of “how do we compare to your other clients?”

Most […]

How to Take the Reins of Your Financial Literacy

So, you want to learn more about finances. You care about your financial well-being and want to make sure you’re making the right money moves. That’s great news!

It should […]

8 Important Money Terms You Don’t Know (but Should)

If you’ve been following my blog or have read my book, you know how much I dislike fancy financial jargon. Personal finance shouldn’t be complicated and both you and […]

Where to Start With Investing On Your Own

Most people have probably heard this Chinese proverb: the best time to plant a tree was yesterday. The second best time is now.

Investing is no different. But how do […]

April 6th, 2016|Investing

20 Smart Choices to Make With Your Tax Refund

If you’re someone who receives a tax refund, the sudden surge in cash, no matter how large or small, is sure to put a smile on your face. You […]

March 23rd, 2016|Taxes

10 Easy Steps to Get Organized for Tax Time

If you’re like me (and most Americans), taxes can be a bit more involved than a simple click, click, add, add and poof done! – like some of these […]

March 9th, 2016|Organization, Taxes

What Kind of Life Do You Want?

Fear of missing out (or FOMO) is a real thing. It refers to the sadness and anxiety one feels when missing out on an event, not being a part […]