I need a new vehicle. Should I buy new, used or lease?
I’ve recently received several questions about dos and don’ts when purchasing a car. It seems the fall has brought out the car-buying bug in some people. I’ve already written a…
Category: Fundamentals
-
-
Four Ways to Get the Most Out of New Experiences
Hey all, Sorry to have missed last week. I was in sunny San Diego at XYPN16 and FinCon16, two amazingly fun financial planning conferences. I spent the week meeting other… -
Fixing Your Finances 101: Step 5 – How to Get The Right Help
Here we are…the last step in Fixing Your Finances 101! I sincerely hope that this series has helped you design a path to gain financial peace of mind and see… -
Fixing Your Finances 101: Step 4 – Covering Your Bases
You’re over the hump! Just two more steps to go, and you will have what you need to help secure your financial future. As a review, in Step 1, we… -
Fixing Your Finances 101: Step 3 – Creating Your Spending Plan
Welcome back! I hope you’re feeling good and motivated to conquer the next step. As I mentioned last week, you’ve gotten the hardest part out of the way. You’ve found… -
Fixing Your Finances 101: Step 2 – Seeing Where You Are
Welcome to Week 2 of Fixing Your Finances. If you’re just joining us, I’m creating a multi-week course on getting your financial house in order. In Week 1, I discussed… -
Fixing Your Finances 101: Step 1 – Where do I start?
Recently, I’ve written about more macro issues when it comes to financial planning, such as why you need to plan even when you’re not rich and why planning is important… -
Why You Need a Financial Advisor, Even If You’re Not a Millionaire
First, I want to say Thank You! I’m overwhelmed by the well wishes, congratulations and feedback as a start my new firm. I feel very fortunate and grateful to be… -
Five Practical Tips for Planning Your Wedding
Wedding season is in full swing. And I’m super excited to see two of my good friends tie the knot this Saturday. They inspired a post last year on practical… -
How to Make the Most Out of Your Charitable Giving
In the wake of the Orlando shooting, there has been an outpouring of support both in terms of money and time. These actions show us the good that still exists… -
Getting the Most Out of Your Summer Spending
It’s that time of year. Short-sleeve shirts become everyday wear. Restaurants put out their patio furniture and open up their windows. And you see crowds of people out enjoying the… -
The Most Important Part of Your Financial Plan
Since becoming a RIA, I’ve had the opportunity to create more comprehensive financial plans for clients. Through that process, I’ve been able to see what people find most valuable about… -
Five Things That You Should Do Right After You File Your Tax Return
The passing of the first tax return deadline brings a huge sense of relief. The scramble to get your documents in order and rushing to get everything done really takes…