Discussing a Million Dollar Plan

While some millionaires were born, and others have quick-picked their way to riches, many more have started with less and worked their way to seven-figure status. Effective money-saving habits can help boost your wealth little by little, year ...

5 Must-Haves for Your Retirement Toolkit

Are you building a nice garden home, a castle, or heading for life in a cardboard box? Earlier this year, the Employer Benefit Research Institute issued its annual Retirement Confidence Survey. If the findings are any indication, we should all ...

A 3-Step Plan for Your Deployment Stash of Cash

Forget finances — family, friends and fun were higher on my priority list. That’s how I felt when I stepped back on U.S. soil after my all-expenses-paid (if you leave out money spent on those pirated DVDs and a vast array of jewels) trip ...

Don’t Let New House or Car Bust Your Budget

Just because you can buy it, doesn’t mean you should. That basic financial rule of thumb is especially true when you’re shopping for a home or a car. ”Never rely on lenders or dealers to tell you how much you can afford,” ...

Setting Goals the SMART Way

Have your good intentions for the new year already been blown into oblivion like litter on a lonely highway? Has your once-exciting vision of a brave new you somehow faded to uninspired business-as-usual? Well, it could be that you just ...

Emergency Fund: How to Save $1,000 in 30 Days

Life is constantly reminding us of how important it is to have some money set aside for the unexpected. Just recently at my house, our emergency fund has been used to cover expenses associated with my oldest daughter’s attempt to drive her ...

5 Back to School Shopping Tips

Have you ever started writing or preparing an argument with a clear vision of where you were going only to be sidetracked by something as surprising as cold hard facts that fly in the face of your preconceived notion? Welcome to my world. I was ...

Budget Planning with a Pie

I was chatting with a colleague the other day about a big challenge in our work as financial planners. Frankly, there’s not a lot of new stuff out there when it comes to giving guidance about helping people manage their money. It’s ...