The State of Financial Literacy

Money is a fact of our everyday lives and in order to live happy, prosperous lives we must be financially literate.  Sadly, the data tells us that as a society we are not properly preparing ourselves or our children.  This means every day money creates unnecessary stress in our lives and our relationships. Here are… Read More

5 of the Worst Things You Can Do With Your Money

reposted from Yahoo Financeby: Lisa ScherzerApril 16, 2013 Financial blunders are made all the time and everywhere – at the grocery store, at the bank, in the housing market, in the stock market, with your children’s allowance. Some stem from a lack of knowledge or awareness, while others are the result of human behavior that… Read More

Teach Your Children Well: Basic Financial Education

Even before your children can count, they already know something about money: it’s what you have to give the ice cream man to get a cone, or put in the slot to ride the rocket ship at the grocery store. So, as soon as your children begin to handle money, start teaching them how to… Read More

5 Things to Remember When Your Finances are Falling Apart

reposted from U.S. News & World Report by: Geoff WilliamsFebruary 1, 2013 Most personal finance experts will tell you to put money away for a rainy day, but what do they suggest if you’re in the middle of a torrential downpour, just at the point your funds have virtually run out and the roof is leaking?… Read More

Taking on 5 Big Retirement Myths

reposted from thestreet.comby: Brian O’ConnellMarch 19, 2013 It is said that the ancient Greeks had a knack of wrapping truths in myths, the better to communicate everyday truths. An interesting concept, but one that won’t wash with our investment experts, who were invited to pick their biggest retirement planning myth and debunk it, whether it be how… Read More

2013 Retirement Planning Key Numbers

Certain retirement plan and IRA limits are indexed for inflation each year, and many of the limits eligible for a cost-of-living adjustment (COLA) have increased for 2013. Some of the key numbers for 2013 are listed below, with the corresponding limit for 2012. (The source for these 2013 numbers is IRS Information Release IR-2012-77.) Elective… Read More

What to do when Saving for You & Saving for your Child’s College Education

Let’s take a few minutes today to discuss one of the greatest budgeting tasks facing families across the world today.  Often college and retirement occur all to close to one another for many people.  Over the last fifty years more college educated people have entered the workforce than ever before, making higher education an even… Read More

8 Ways to Jump Start your Wealth in 2013

Here are my tips for a more positive, joyful and prosperous 2013. Reflect on your success in 2012.   Success begets success.  When you focus on the positive, you naturally create more.  Small wins keep you going, particularly in times of stress.  Find the good! Use the My Money Checklist tool to discover 1 or 2… Read More

Go Green & Red this Holiday Season

Tis’ the season for giving gifts, spreading joy & living in excess!  Here are 10 tips on how to become a lean, green holiday machine. We all love getting holiday cards in the mail, but this year save a tree and some money by sending out e-cards to your loved ones. If your family will… Read More