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Monthly Archives: August 2011
Bridging the Gap Between Social Security and Retirement
Social Security has just released its Fast Facts and Figures About Social Security, 2011, and let me just say, the numbers aren’t pretty. For years the Social Security Administration has been telling us that the trust fund is running out … Continue reading
Posted in Rebel, Retirement Planning
Tagged baby boomers, beneficiaries, enough money, retirement account, social security, year 2037
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You Don’t Need to Spend a Million Bucks to Look Like It
The other day I was getting my nails done at the salon down the street, and a very nice classy looking lady walked in and asked a question to the owner. Why was I listening? Well, you need to know … Continue reading
Posted in Money Diva, Money Saving Ideas
Tagged beauty products, budget, eyelash extensions, manicurist, saving money, spa, stylist
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Real Life Cases of Money Isn’t Everything
Over the last month, I’ve had the opportunity to meet a lot of people who are contemplating retirement right now. And I’ve noticed a common theme. More people, than might be expected, really like their job and the people they … Continue reading
How to Lower Your Bills
One of the great things about your 401(k) is that it allows you to put away a small amount of money each month and end up saving quite a bit of money over time. The “fixed” expenses I’ll write about … Continue reading
Posted in Money Saving Ideas, The Maverick
Tagged budget, cable tv, magazines, saving money, utilities, virgin mobile prepaid phone
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You Have HOW MUCH of Your 401(k) in Company Stock?
With the recent roller coaster ride of the stock market, many employees have taken a closer look at their asset allocation within their retirement plans, and to the surprise of many, they find their investment strategy is way off base.
Financial Lessons from a 23 Year Old
I just got off a call to our financial helpline with an amazing young woman. It is funny how sometimes you get a caller who should be teaching financial planning instead of calling the helpline; this was one of those … Continue reading
An Unconventional Q&A Session with a Financial Planner
If you have read more than two of my blogs, you probably already know that while I take your financial lives pretty seriously, I don’t take myself seriously. At all. So, in the spirit of having a little bit of fun … Continue reading




