by Mary Young, Ph.D. Perhaps you already know the punchline, but I grew up believing that the way I’ve stated the question above was the accurate depiction of the biblical statement. About 15 years ago, I was fortunate enough to be seeing a Minister, who taught me a number of lessons, as many of my […]
Money Is The Root Of All Evil? Read More »
Does money create a strain in your marriage? Are you unsure how to handle finances in a marriage? If so, read on to learn 5 easy tips that you can apply to your financial life. TIP #1: HAVE JUST ONE CHECKING ACCOUNT. When you were single, life was simple, and you could essentially do whatever you
How To Handle Finances In A Marriage: 5 Tips Read More »
I often times wonder how I can free up my time to focus on the things in life that are important. Do you ever feel like you’re crossing items off of your daily checklist but deep down you don’t really feel like you’ve accomplished anything? Or perhaps you’ve been working on a large / time
How To Live A Balanced Life Read More »
Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth? Some people treat investment the same way. We found an informative article that addresses this. Please read Unhealthy Attachments here. If you’re new to our blog and wish to remain connected
Unhealthy Attachments Read More »
Last year, my daughter’s kindergarten teacher told us that Ella really enjoyed writing. That has carried over to her first grade class as she recently told me and her mom that she really loves writing. She is constantly writing about whatever pops into her mind or whatever experience she has had. Ella has been to
A Child’s View of Why We Need Money Read More »
Are you wondering why your diversified portfolio has not performed as well as the U.S. stock market (S&P 500) lately? If so, let me ease your concern. It is not appropriate for your diversified portfolio to have earned the same monstrous returns that the S&P 500 has lately. Reason being is that the majority of investments in your
I previously wrote about my clients, Paulo and Laura Ribeiro, whose unborn baby was diagnosed with Potter’s Syndrome. As a recap, this is a condition in which the baby’s lungs are undeveloped, meaning that once born, the baby will be unable to breathe and will not survive. I’m very sad to report that the Ribeiro’s
What Would You Do With 10 Minutes? Read More »
Last year we remodeled our house to get it ready to sell. It took us a lot longer than we thought. 2 ½ months to be exact. If you know me, you know that I’m not much of a handyman. I often times joke that I get really anxious / angry when in a home improvement
How To Manage Your Finances Read More »
Tax efficient investing is likely something that has crossed your mind. After all, who doesn’t want to save money in taxes. There are two strategies that I want to discuss today that you can use to make your investments more tax efficient and put more dollars back into your pocket. CAPITAL GAINS STRATEGY If you
Tax Efficient Investing Read More »
Over the last five or six years we have fielded several questions about gold. Should gold be the place to invest due to our devalued U.S. dollar? If we experience another recession, is gold a good investment? Should I own physical gold coins and store them in a safe? It’s funny how these questions came
Is Gold A Good Investment ??? Read More »
Have you ever really looked forward to something and then afterward found that there were unexpected surprises? My wife and I recently returned from a 3 week trip to Hawaii where we spent some quality time visiting with my dad, stepmom, and sister who live there. The time away provided an opportunity to relax,
Unexpected Lessons From Hawaii Read More »
Recently I blogged about the importance of no longer using Mutual Funds. One of the reasons for making this bold statement is that Mutual Funds are often times actively managed investments and as a result incur unnecessary taxation and cost. You see, one of the most important decisions you have to make is whether to
Active vs Passive Investing – Do You Know The Difference? Read More »
