Four Questions to Ask Before You Open Your Wallet

By |2014-12-09T19:35:00+00:00December 9th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , |

Even if you have the best of intentions, it's easy to overspend. According to a Gallup poll conducted June 9-15, 2014,* 58% of people who had shopped during the previous four weeks said they spent more at the store than they originally intended to. Even if you're generally comfortable with how much you spend, you may [...]

14 Ways to Survive the Holidays Without Breaking the Bank

By |2017-05-09T22:13:23+00:00October 22nd, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , |

Anyone who knows me well is aware of the fact that I go a little overboard during the holidays. I overload on movies like Elf, A Muppets Christmas Carol, and A Christmas Story. I have the Pandora Holiday station churning out one-hit wonders, and old standards. It is also not uncommon to see my best friend [...]

Money DNA

By |2011-02-10T05:28:29+00:00February 10th, 2011|Categories: Personal Planning, Uncategorized|Tags: , , , , , , |

We all have money DNA.  Like our personality, our money DNA is formed early in life.  Once formed, it becomes how we see, feel, and behave around money. If we have the same DNA as our spouse or partner, life around money is pretty smooth and easy. But when our money DNA differs from our spouse [...]