Author Archive
beach-reads

Summer Reading List – Financial Security Books

  I’m often asked for book suggestions by friends and clients who are looking to better educate themselves on money and the basics of financial security. The array of choices can be dizzying, and I’ve read a LOT of the...

financial-security

How You May Be Sabotaging Your Own Efforts at Financial Security

  Have you ever heard the saying, “Money is the root of all evil?” Did you know it’s actually a Bible verse that says, “For the love of money is the root of all kinds of evil?” It’s an important distinction bec...

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Destination Weddings: Managing Costs as a Guest

  Wedding season is upon us and a new survey from American Express revealed that the cost of simply attending a wedding as a guest is skyrocketing. In just two years the cost to attend a wedding went up 75% to an average o...


Apple made of money

6 Tips to Better Deal With Food and Money

I often find myself describing how our relationship to food and money are often very similar – both are areas that, in general, we all know what to do, but for a wide variety of reasons, we choose not to do it. Tho...

Check List

Stressed About Money? Use This Financial Checklist

  A recent Harris Poll conducted for the American Institute of CPAs revealed that 74 percent of Americans believe they are worse off or about the same financially as they were a year ago, but that their stress levels have ...

money

3 Ways You’re Wasting Money by Trying to Save It

  BOGO: Buy one pair of shoes, get the second pair half off… it’s so tempting! But chances are that you’ll end up talking yourself into a pair that you’re not crazy about just to take advantage of the d...


stock-market-bubble-2[1]

Q&A with a CPA: Should I Liquidate My 401k?

  Q: Some stock market experts are predicting another bubble burst. How do I handle my 401k investments before another massive stock market crash? A: The answer here has to do with dollar-cost averaging. According to Inves...

cloverOnMoney

Being Able to Retire: So Much More Than Just Luck

  The other day a friend asked if saving 18 percent was enough to be saving for retirement. Instead of giving a simple yes or no answer as was expected, I had to answer with a question of my own, “How much do you want to...

Woman in green shirt

Quick Money Makeover

  Seventy percent of Americans live paycheck to paycheck, according to Dave Ramsey, author of the best-selling book Total Money Makeover. Most of us like to think we’re in the “good” 30 percent, but what ...


retirement-feels-far_ftp-psa

5 Ways You Can Mess Up Your Retirement in Your 20’s

I know how far off retirement seems when you first enter the job market laden with student loan debt and ready to finally live like an adult. I also know that whether or not you are actually able to retire in that distant-feeli...