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Matt’s Money Must Do’s | April 2018

By | 2018-03-26T21:45:04+00:00 March 23rd, 2018|Categories: Personal Planning|Tags: , , , , , |

April is Financial Literacy month in the United States.  In 2003, Congress finally supported the idea of financial literacy month.  Because it was officially recognized by Congress, a big push was made from various non-profits and government agencies (National Financial Educators Council, Financial Literacy and Education Commission, and National Endowment for Financial Education) generated tools and [...]

Tune Out Volatility. You Can Achieve Success Even in the Worst of Times

By | 2018-03-26T21:42:24+00:00 March 22nd, 2018|Categories: Personal Planning|Tags: , , , , , |

Investment markets have reared their ugly head since early February.  After a time of prolonged quiet in the markets, investors are back to reacting to the news of the day.  The week of March 18th yielded good economic news, a positive outlook by the Federal Reserve, yet a 5.9% retreat in the S&P 500 due to [...]

Matt’s Monthly Money Must Do’s | February 2018

By | 2018-01-26T17:40:08+00:00 January 25th, 2018|Categories: Personal Planning|Tags: , , , , , |

February…Love is in the air, everywhere I look around… February is probably the least appropriate month for Valentine’s day.  It is cold, dark, and gray.  What is romantic about that?  “Honey, let’s bundle up, brave the wet cold, and find a busy restaurant where people are talking loudly.  However, February is also known as the "creative [...]

Insurance and Why It’s Worth Considering

By | 2018-01-17T20:58:14+00:00 January 17th, 2018|Categories: Personal Planning|Tags: , , , , , |

We have been working with a lot of young couples recently and have had many questions about different types of insurance and how they work.  We thought it was a great opportunity for us all to get caught up on the in’s and out’s of why we have insurance and what our options are. Survivor Needs [...]

Happy Holidays to Everyone!

By | 2017-12-20T20:17:06+00:00 December 20th, 2017|Categories: Personal Planning|Tags: , , , , , |

Sally - “If it seems too complicated, make it easy on yourself – just send money. How about tens and twenties?”  My how the times have changed!  This quote from “A Charlie Brown Christmas” is 52 years old this year.  The 1965 holiday classic centered around Charlie as he struggled to find the meaning of Christmas [...]

Matt’s Monthly Money Must Do’s | January 2018

By | 2017-12-27T20:48:35+00:00 December 15th, 2017|Categories: Personal Planning|Tags: , , , , , |

January is often the coldest month of the year in the Northern Hemisphere.  In fact, in January 2017 there was a European cold wave that hit a lot of Eastern and Central Europe.  Greece was blanketed in unusually heavy snowfall.   Santorini, which typically has Mediterranean weather, was covered in snow causing transportation delays. This is great [...]

Matt’s Monthly Money Must Do’s | December 2017

By | 2017-11-21T21:52:36+00:00 November 21st, 2017|Categories: Personal Planning|Tags: , , , , , |

Do you ever feel “-meh” about the holidays?  Some people love them too much!  They will put their decorations up too early and keep them up too long.  Others, well, they just despise the holidays and refuse to decorate at all.  I certainly fall somewhere in the middle, but people will never admit they are indifferent [...]

Matt’s Monthly Money Must Do’s | November 2017

By | 2017-10-19T15:46:54+00:00 October 19th, 2017|Categories: Personal Planning|Tags: , , , , , |

November is a big birthday month in my family.  My two sisters and father have birthdays in November.  So not only do I have to worry about their birthday gifts, but I also must start addressing Christmas shopping!  November is always an absentmindedly expensive month for me, and then you add some additional expenses like gifts. [...]

Matt’s Monthly Money Must Do’s | September 2017

By | 2017-08-18T16:41:17+00:00 August 18th, 2017|Categories: Personal Planning|Tags: , , , , , , |

The Romans were lazy.  That’s right, I said it: “Lazy”.  The typical response would be that, along with building an empire, Romans built highways, aqueducts, coliseums, etc.  Many of those basic designs are used today, as is the Julian Calendar, another brilliant innovation under the Roman empire.  How could they have been lazy?  Well, the Julian [...]

Back to the Basics of Savings and Investing

By | 2017-07-19T19:31:10+00:00 July 19th, 2017|Categories: Personal Planning|Tags: , , , , , , |

This blog post is going to be about portfolios and asset allocation!  I bet you just thought to yourselves “Wow, what an exciting topic!”  If I have kept your interested thus far, I hope you will keep reading because like our process The Prosperity Experience™, we strive to make investing and investment education fun and interactive.  [...]