A Week of Thoughts for October 13, 2018

10/7/18  Sunday Simplifying Some days are just not good ones to be dealing with personal finances and that is OK. Though I am passionate about financial planning, there are those days when I just don’t want to deal with my own finances because other things are going on in my life or I am just… [Continue]

A Week of Thoughts-October 6, 2018

9/30/18  Sunday Saving Money For long term gains in controlling spending and increasing my savings, I look at one area at a time.   Working successfully on just one area leads to a snowball effect of change.   For example, my son wants to cut back on after school activities to increase his weekly downtime.  … [Continue]

A Week of Thoughts September 29, 2018

9/23 Do you hold individual stocks?   Consider the size of your portfolio you may be taking too much risk.   Just consider the wide swings of stocks like Tesla or the problems of Enron and others in the past.   A diversified mutual fund or Exchange Traded Fund gives you the ability for a relatively modest… [Continue]

A Week of Thoughts September 22, 2018

9/16 Living on less than one makes doesn’t have to feel like money diet. It is about an approach to lifestyle. The cliche of giving up the expensive latte has merit. It can be replaced by an upscale cup of coffee prepared at home for less. Ultimately, there is money saved while still having a… [Continue]

A Week of Thoughts September 15, 2018

9/9 How do you teach your kids about handling money? There are so many different ways and each kid learns differently. Some ideas include allowances, paid for chores, charitable giving, helping budget for a desired toy want, paying their own phone bill, and using a set limit for purchasing new clothes. Each one of these… [Continue]

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