Category:

Financial Planning

September 28, 2023

Fed Day!

If you tune into financial news at all, or watch the news at all, or read headlines, or are aware of current events in any fashion…you’re bound to see a blurb about the Federal Reserve meeting and interest rate decision. Well get a pen, because I’m about to tell you the things you need to do immediately with your portfolio now that the Fed has spoken.Ready?Nothing.

September 28, 2023

The 5 Simple Ways to Improve Your Finances in 2016!

The theme of the list? These changes are simple, easy to execute, and most importantly, they actually work! It's a new year, and it's always a good idea to improve your financial situation.

September 28, 2023

The Friday Insider: Wall St struggles to adapt to lower fees

This is the first edition of what will be a regular, weekly series I’m calling the Friday Insider.My goal is take headlines from the financial news and give you a quick ‘behind the scenes’ explanation. The headlines are often biased or filled with jargon, hopefully I can simplify and put things in real terms, terms that mean something to you.

September 28, 2023

Friday Insider: How Much are YOU Paying?

Andrea Fuller, an investigative reporter for the Wall Street Journal, thought she was asking a very simple question: how much was she paying her investment advisor? The answer, as you might guess, was anything but simple. Her article in Sunday’s Journal goes on to describe the ‘confusion and frustration’ with her inquiry, and after talking with multiple people, she still had no convincing answer to her simple question.

September 28, 2023

Friday Insider – The Ponzi Schemer Next Door

I was fortunate to be looking at the Charlotte news this week because I got to see this headline:Investors likely won’t get all their money back in complex Charlotte fraud caseThis guy is now on the long list of those that have attempted a form of a Ponzi scheme and of course failed in spectacular fashion. I know Charlotte’s news better than other places, having lived there for so long, but each community has its own names just like these.

September 28, 2023

Live a Better Life in Just One, Really Hard Step

I know…the title sounds a lot like click-bait, the kind that takes you down an internet rabbit hole. I want to tell you about one (really hard) step you can take to live a better life. I could write it in one sentence, but without some context, it’s probably not going to carry much meaning. If you can stick with me as I weave my way through these pages, I promise to arm you with a real chance to get a handle on some financial stress.

September 28, 2023

A year-end Financial Checklist…and some healthy reminders

The Holidays are a great time to step back and reflect, the break from our normal routine creates much needed head-clearing time. It’s also a time to pause to take inventory on our lives, to clean up our household and knock out some things that, let’s face it, we all put off as long as possible!

September 28, 2023

What’s My (Most) FAQ?

I was recently asked, “what’s the definitive answer to the question you’re asked the most?”Wow. A flurry of boring finance darted across my brain…what do I hear the most? I came up with: “Am I going to make it?”

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