Monthly Archives: April 2012

A “Must Do” If You Hold Company Stock in Your 401(k)

Tweet The bottom line is employees must love the companies they work for.  It’s not that they wear the company t-shirt and logo hats and drink out of their insulated mugs. That isn’t how I can tell.  It’s in their … Continue reading

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Gilligan Probably Saved a Lot of Money!

Tweet I was talking to one of our other financial planners, Erik Carter, a few days ago about his Extreme Early Retirement blog posts, and he pointed out something that I hadn’t noticed myself.  I live a lifestyle that some … Continue reading

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Proper Mortgage Planning Helps Avoid Financial Challenges Later On

Tweet Financing a property is considered to be a good investment. If you plan properly and take out a mortgage for your home, down the road, it may turn out to be a great asset for you. However, if you … Continue reading

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Just When You Thought It Was Safe to Use the Computer…

Tweet Has this ever happened to you? You’re sitting at your computer when all of a sudden a window pops up telling you that a virus has been detected and that if you don’t take immediate action, your computer will … Continue reading

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Mystery Shopper Scam Alert

Tweet Imagine opening your mail and finding a check for $1,985 with the offer to get paid to be a mystery shopper.  How many of your employees would be tempted to moonlight and make a little extra money by being … Continue reading

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You Can Retire at 60!

Tweet She proved me wrong.  When my first appointment of the day for a work site personal financial planning session came in, I was skeptical because the first thing she said was that she wanted to retire in six months … Continue reading

Posted in Money Diva, Retirement Planning | Tagged , , , , , | 2 Comments

Reflections After Tax Day

Tweet We just got past April 15th, otherwise known as “Tax Day” to many Americans.  Actually, it was the 17th this year, but who’s going to let a mere 48 hours change our perception of April 15th?  In the days … Continue reading

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What an Accident Taught Me About Car Rental Insurance

Tweet If you’ve ever had to rent a car, you know that car rental companies love to sell insurance on their cars. They’ll often ask whether you’d like just the basic coverage or additional coverage at the counter even after … Continue reading

Posted in Money Saving Ideas, The Maverick | Tagged , , , , , | 9 Comments

A Tale of Two “Potential” Vacations

Tweet Last week, Susan and I took the kids on a family vacation to Amelia Island, FL for spring break. The kids work hard in school so it’s nice to be able to take them some place fun when they … Continue reading

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