Category Archives: Financial Planning

Don’t Believe Everything You Hear

There are a lot of things I hear that are accepted bits of wisdom, but when you look a little bit deeper, maybe that wisdom isn’t all that wise. Continue reading

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Posted in Communicator, Financial Planning | Leave a comment

What Should You Do With Your Tax Refund?

Here are some things to consider before blowing it all on a random shopping spree. Continue reading

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Posted in Financial Planning, The Maverick | Tagged , , , , , , , | Leave a comment

Seriously, Mickey Rooney???

Reading about the cleanup of his estate brought about a few issues. Continue reading

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5 Reasons to Contribute to a Roth IRA in the Next 5 Days

Tweet April 15th is just a few days away and while most people think of it as tax day, it’s also the deadline to contribute up to $5,500 (or $6,500 if you’re over age 5o or over) to a Roth … Continue reading

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The Deadline to Reduce Your Tax Bill is Approaching

Last minute contributions to deductible IRAs and HSAs are two effective strategies to lower your 2013 tax bill (or increase your refund). Continue reading

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How Not To Prioritize Your Financial Goals

In this article, Learnvest provides some guidelines as to how to budget and prioritize your financial goals. Continue reading

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How to Make the Financial Planning Process Work for You

Here are some steps of the financial planning process along with some things you can do to solidify your plan along the journey: Continue reading

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Personal Finance Tools Review: Mint

This week, we will look at Mint and review some of its most popular features. Continue reading

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Posted in Financial Planning, The Money Doc | Tagged , , , , , | Leave a comment

Are You On a Dying Career Path?

I hope this blog post sparks you to examine your future the way my daughter is examining hers right now and that you have some new information here to work with! Continue reading

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

Why Gen X Isn’t Doomed

We still have time to make the small changes in our daily spending habits and apply that money towards our long term goals of debt reduction and retirement savings. Continue reading

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