Monthly Archives: September 2010

The Debit Card vs. Credit Card Conundrum

A question I often get in workshops and over our Helpline is whether to use a debit card or a credit card.  On the surface this would seem to be a no-brainer right?  Using a debit card allows you to … Continue reading

Posted in Financial Planning, Trainer | 2 Comments

The Cost of Necessity

Twice a year I have the opportunity to speak at the local crisis pregnancy center to a group of young men and women about managing their finances.  Now I don’t care how old or how young you are; whether you … Continue reading

Posted in Financial Planning, Financial Wellness, Money Saving Ideas, Rebel | 1 Comment

Benchmarking: How Does Your Company Stack Up?

As our economy gradually starts to recover, employees may start to get the itch to see if the “grass is greener on the other side” and test the waters of the employment pool.  For the past few years, employees have … Continue reading

Posted in Employee Benefits, H.R. Guru | Leave a comment

Investment Ideas We Can Learn from Generation X

“Don’t be fooled” seems to be the mantra for Generation X.  This is the generation sandwiched between the Baby Boomers and the Millennial Gen Y.  They are described as being born between 1965 and 1980 and they can work a … Continue reading

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When You Want Something Done Right, You May Have to Do it Yourself

Over the last few months I have talked to a lot of people who are concerned that their company’s pension plan has changed for the worse.  These are people from many different employers all across the country.   Many others have … Continue reading

Posted in Communicator, Employee Benefits, Financial Planning, Financial Wellness, Retirement Planning | Leave a comment

War of Two Goals: Retirement Planning or College Funding

My wonderful daughter is about to embark on a very (hopefully) fruitful and fun part of her life, college.  As a parent, this is also a trying time as it often entails the child leaving the nest as well as … Continue reading

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Are You Financially Strong Enough to Accept Charity?

Recently, my life group at church went to a local gas station to pump gas and wash windows for the customers, and I learned something very interesting: sometimes it is difficult to receive charity.  Our goal that day was to … Continue reading

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C U at the CEBS Forum?

I’ve just finished filling out the application to attend the 2010 CEBS Forum, will I see you there?  This year’s forum promises 3 days filled with timely and interesting topics, with healthcare reform high on the list.  I will be … Continue reading

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Investment Ideas We Can Learn from the Baby Boomers

Today investing in a mutual fund is a way of life but at the end of the1970’s there were only a little over 500 mutual funds.  With the help of the Baby Boomer investors toward the end of the decade … Continue reading

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Why Stop at Being a Millionaire?

While driving with my kids in the car recently, a song came on the radio.  The song is called Billionaire by Travie McCoy (I recommend the clean version over the explicit…), and talks about why the artist wants to be … Continue reading

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