When You Make a Financial Choice, What’s Motivating It? Something Truly You or External Factors?
A friend and fellow financial-planning-firm owner forwarded an email to me recently. It was a promotion from Google Ads, promising $300 in free ads if he first spent $300 of his own money. He wanted to know if I thought he should do it.
Do You Want to Radically Change Your Life, and You’re a Bit Scared to Do It?
I think it is not controversial to say that the lives of 20-, 30-, and 40-somethings change all the time. A new job. Moving. Getting married. Having kids. Another new job. Moving in together. Breaking up. Going back to school. Getting married. Another new job.
And sometimes you might want to Change Everything At The Same Time.Read More
The Not-So-Obvious Benefits of Using a Financial Planner
What should I do with my stock options?
How much house should I buy?
How much should I be saving?
Is this idea crazy?
I have a mountain of cash. I know I should probably be doing something better with it. But what?
Do you have a goodly amount of money, but it’s all sitting in cash? Maybe you’ve gone so far as to put it into a high-yield online account, but still, it’s making at most 1.5% interest each year?
Pay Attention to Your Spending on Amazon (Video)
You can buy anything on Amazon. And they make it reeeeal easy to do so.
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You Just Received an Inheritance or Other Windfall. NOW What Should You Do?
Did you just receive a lot of money you weren’t quite expecting? Enough money to seriously change your life?Read More
Should I Use a Roboadvisor? (Video)
Is a roboadvisor right for your investing and financial needs? Read More
