Monthly Archives: May 2011

Can We Stall the Coming Retirement Crisis?

Tweet It is hard not to hear about the pending doom and gloom forecast for the baby boomers approaching retirement.  I was standing in line waiting to pick up my rental car last week and the flat screen TV on … Continue reading

Posted in Employee Benefits, H.R. Guru, Retirement Planning, Workplace Financial Education | Tagged , , , , , | Leave a comment

Cash Management: Saving Money Without Sacrifice

Tweet Over the years, I have unknowingly wasted thousands of dollars at the grocery store and the pharmacy. If I knew then what I know now, I could have saved AT LEAST $1200 per year by using coupons. If you … Continue reading

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Budgeting: You May not Think You Like it, but Give it a Try

Tweet So, this just might be the most embarrassing thing I have ever written. This is one blog I hope that NONE of my friends read, because this is just far too much information for them to have at their … Continue reading

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GUEST BLOG POST: Vacations for Memorial Day or Thereabouts

Tweet Summertime and the living should be easy.  Unfortunately, the cost of easy living – what most of us call “vacation” – is going to be hard to swallow this year.  The prospect of $6 gas and soaring airfares have … Continue reading

Posted in Financial Planning, Guest Bloggers, Money Saving Ideas | Tagged , , , | 1 Comment

Recipe for a “Priceless” Moment

Tweet For those of you that have read some of my previous blogs (and I think that’s about 4 of you), you may recall my plans to take my wife Susan on a surprise trip to Aruba.  Well, I’m happy … Continue reading

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Should an Employee Buy Life Insurance with Their Retirement Plan?

Tweet I recently got a call from an employee who wanted to know if it made sense to use some of his retirement plan funds to purchase a life insurance policy.  My answer to him?  “Let’s walk through the pros … Continue reading

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Follow Oprah’s Lead with Your Transition Plan

Tweet Oprah is counting down her last days on the Oprah Winfrey show.  At the time I am writing this she is at show 18, I guess I waited kind of late to watch her since there aren’t many left.  … Continue reading

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A Dad’s Attempt to Teach a Money Lesson

Tweet On my last flight, I had the opportunity to listen to one of the podcasts (Your Money Minute podcast, see Episode 38) with Mary Karges about a really cool product called the Moonjar.  The Moonjar is a tool that … Continue reading

Posted in Communicator, Money Saving Ideas | Tagged , , , , , | 3 Comments

What Should I Consider for My Bond Funds if Interest Rates Rise?

Tweet A question I seem to be getting lately is how I can hedge my bond investments against a rise in interest rates.  For most investors, a diversified portfolio will hold either individual bonds or more often than not, bond … Continue reading

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