Monthly Archives: May 2012

Why I Didn’t Invest in Facebook

Tweet No, it’s not because I’m a Facebook hater. In fact, I think I’m one of the few Facebook users who actually really likes Facebook (yes, even the timeline). I wish I could say that I anticipated the company’s weakened … Continue reading

Posted in Basic Investing, The Maverick | Tagged , , , , , | Leave a comment

How to Get Tax Relief for College Expenses

Tweet We’ve been talking for the last few months about the challenges of sending a child to college. First comes the choice of savings vehicles from the hundreds of options: state-sponsored 529s, private plans, Coverdell accounts, and self-managed investments. Then … Continue reading

Posted in College Planning, Guest Bloggers | Tagged , , , , , | Leave a comment

Why It’s Not Too Early For High School Students to Intern

Tweet Hello, Rachel? This is your wake-up call.

Posted in College Planning, Rebel | Tagged , , , , , | Leave a comment

Inspiring Savings with a 5k Challenge

Tweet I managed to cross the finish line last weekend at the Kennett Run, a local 5k race I’ve run the past few years.  I don’t like to exercise, but this event provides enough incentives that even I am inspired … Continue reading

Posted in H.R. Guru, Workplace Financial Education | Tagged , , , , , | Leave a comment

How to Throw a Great Summer Party for Eight for Less Than $100

Tweet You know it’s a good party when you stop for a minute to listen and the sound you hear is the buzz of the many conversations engaging your friends. That is my favorite time – my friends meeting and … Continue reading

Posted in Money Diva, Money Saving Ideas | Tagged , , , , , | Leave a comment

A Tale of Two Choices

Tweet Over the last few weeks, I have met a couple of young men who are in the early stages of their career.  Both are in their mid-20’s and both make approximately the same amount of money, yet each had … Continue reading

Posted in Communicator, Money Saving Ideas | Tagged , , , , , | Leave a comment

Which Credit Cards Give You the Most Bang For Your Buck?

Tweet After a recent workshop, someone asked me if I use credit cards. She seemed genuinely surprised when I said yes.  Credit cards are like fire. If you misuse them, you can get really burned. But if you use them … Continue reading

Posted in Money Saving Ideas, The Maverick | Tagged , , , , , | 7 Comments

Why Your Employer’s Disability Insurance May Not Be Enough

Tweet Everyone wants to be a hero – to have that impact where they “protect” someone from a danger – dashing into a house on fire to save a baby.  And in life, we protect many things, some valuable – … Continue reading

Posted in Employee Benefits, Guest Bloggers | Tagged , , , , , | Leave a comment

When Does It Make Sense to Take a Pay Cut?

Tweet Last week I told you that Susan and I celebrated our seventeenth wedding anniversary, and to commemorate the occasion, I recalled some of the financial milestones we’ve accomplished along the way.  One might think that as a financial planner … Continue reading

Posted in Financial Planning, Rebel | Tagged , , , , , | Leave a comment

U.S. Chamber of Commerce Speaks Out on the Future of Retirement Security

Tweet I recently spoke to an employee who had decided, at age 54, that it was time to start focusing on retirement.  Her goal was to retire at age 65, and she was wondering if that would be possible, considering … Continue reading

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