What is Your “Philosophy” on Insurance?

Most people consider insurance an important part of their financial plan.  But do you also have an insurance philosophy that you use to determine exactly how much coverage you need?  Forming an insurance philosophy requires you to think about the people and possessions that matter the most to you.  How do you want to protect [...]

By | 2018-05-25T20:18:09+00:00 May 25th, 2018|

Should I Sacrifice My Retirement to Support My Children?

Most parents will say that they want to help their children as much as they can and give them every advantage.  But what if “every advantage” comes at the expense of the parents’ retirement savings and investments? According to a survey by NerdWallet, 80% of parents are covering or have covered an adult child’s expenses [...]

By | 2018-04-27T17:13:12+00:00 April 27th, 2018|

Three Overlooked Keys to Being a Successful Investor

Does investing strike “FEAR” in you?  We once heard somebody say the word “FEAR” stands for “False Evidence Appearing Real.”  That seems to apply to investing.  Here’s why. The stock market makes some people nervous.  This can be especially true for young people who grew up during the Great Recession.  Not only did these folks [...]

By | 2018-03-16T15:15:48+00:00 March 16th, 2018|

Spending: What to Do When You and Your Spouse are NOT on the Same Page?

Most married couples take a “divide and conquer” approach to household tasks and chores.  One spouse might handle weekly shopping, the other might handle garbage and recycling.  One spouse might handle laundry and cleaning, the other might handle yard work and maintenance.  One spouse might drive the kids to school, the other might handle pickup [...]

By | 2018-02-15T18:22:34+00:00 February 15th, 2018|

ROL – Is Your Money Being Used to Improve Your Life?

There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use money to live the best life possible with what we have––a concept known as Return on Life™ (ROL). With ROL, money becomes a tool to help you live the life you want. Accumulating as [...]

By | 2018-01-05T00:30:15+00:00 January 5th, 2018|

“Green” Investing

Since today just so happens to be St. Patty’s Day, I thought it would be fun to post some “Green” investment ideas…..these are from various sources and are not offered up as an explicit recommendation by me! With the word “Green” we are talking about the clean energy industry – ie – solar, wind, electric, [...]

By | 2017-02-01T23:22:53+00:00 March 17th, 2014|