Tweet The other day I was waiting for a flight to Seattle (great city by the way) and the person taking tickets said “Now boarding all those who will not be putting anything in the overhead bin.” I initially thought … Continue reading
Tweet One of my favorite workshops is our Personal Financial Basics workshop. In this workshop we talk about the fundamental principles of money management, including budgeting, credit and debt, and saving. No matter where I go or what audience I’m … Continue reading
Tweet As we head into fall, employees will face major decisions during open enrollment: which health plan to pick, adding supplemental life coverage, dental, and how much to set aside in next year’s FSA or HSA. As an HR rep, … Continue reading
Tweet I got a call the other day on the financial helpline from an employee who is retiring next year. He had always planned on retiring in the month of June and noticed a trend this year of managers in … Continue reading
Tweet Decision making…it’s one of the things that I heard a lot about while watching football last Sunday. An NFL quarterback needs to make an enormous number of decisions in an incredibly short period of time before a ridiculously large … Continue reading
Tweet We have all probably heard that it makes sense to periodically change the passwords on our accounts that we access online. Sure, like I have time to change all the passwords for both my wife and I. And besides, … Continue reading
Tweet Recently, our vacuum cleaner broke. Now normally when something like this happens I like to take it apart and find the broken piece, replace it, and keep using it. Well, let’s just say this vacuum is beyond the point … Continue reading
Tweet I recently sat down with an employee to create a financial plan as part of a financial coaching benefit that his employer offered as part of their overall wellness program. As we began discussing how he has his paycheck … Continue reading
Tweet People poke fun at Gen Y’ers because this was the generation where everyone got a trophy just for participating in a sport or activity. At the Little League “end of season” team parties, even the team that was dead … Continue reading
Tweet On a recent trip to New York City, I took a quick 1-hour boat tour of the New York Harbor. It was an incredible view of an incredible city! The most significant part of the tour (at least for … Continue reading
