Author Archive
retirement-savings

Straight Talk About Retirement Accounts

  Hopefully you’ve figured out that saving for retirement is a key to your financial security, regardless of your age. Now that you’ve decided to start saving, the next step is determining what type of account to utili...

Q&A with a CPA

Q&A with a CPA: Credit Scores

  As a volunteer member of the National CPA Financial Literacy Commission, I am closely involved with Feed the Pig, including participating in monthly Facebook chats to answer money questions. The most recent chat about cr...

makemoneycouple

Combining Your Money With Your Honey

With wedding season in full swing, I would be remiss if I didn’t touch on the importance of couples and money. Whether you’re shacking up for the first time or taking the plunge with marriage, if you’re going ...


paid_bills

Never Miss Another Bill Payment

  When people ask me for ways to improve their credit score, the first thing I always say is, “Pay all your bills on time. Every time.” Paying late even once can have a detrimental effect on your credit score and it ta...

hands

Straight Talk About Life Insurance

  Few financial topics are as difficult to obtain unbiased information about as life insurance. The industry is a profit machine and typically the only people who really know much about the products are those who stand to ...

time-is-money

15 Minutes to Financial Improvement

Most people use lack of time to excuse themselves from those unpleasant tasks in life that seem overwhelming: eating a nutritious diet (guilty!), hitting the gym, managing their money… you know, all the fun stuff! It’s true...


hawaii_honolulu_1

3 Steps to Achieving Any Savings Goal

    I decided this morning on my way to work that I’m moving to Hawaii. Not tomorrow, but before I turn 40. I walk to work, so I am acutely aware of the weather. And this morning the weather feels more like I should...

online banking

When Was The Last Time You Checked Your Accounts?

  According to a Harris poll conducted by the AICPA in March, 2012, the average adult checks their social media accounts such as Facebook or Twitter an average of six times per day. The same survey revealed that less than ...

saving

Guidelines Financial Planners Use

  April is Financial Literacy Month! In honor, I’d like to share the guidelines I use to answer the questions I frequently field as a CERTIFIED FINANCIAL PLANNERTM. People often ask me, “How much should I be saving?”...


Magazine covers

Is Now The Time To Buy A Home?

  Two magazines arrived in my mailbox last week telling me that NOW is the time to buy a home; the real estate market has bottomed out and prices are starting to go back up. That whole buy low, sell high adage? This is buy...