Category Archives: Financial Planning

Imagine Your Worst Case

Over the last few months, I’ve had the opportunity to learn a whole lot more than I ever knew about some “behind the scenes” things that happen before a soldier gets deployed overseas.   My girlfriend works as part of a … Continue reading

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

What Going to the Shooting Range Can Teach Us About Financial Planning

Recently, some colleagues and I visited the local shooting range to practice firing pistols at paper targets.  I hadn’t fired a pistol in years, but I remembered that the last time I did I had fun. I was excited to … Continue reading

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

Don’t Simply File Your W2 – Analyze It!

When you look in your mailbox these days, there is some kind of a tax form waiting for you just about every day.  Most people simply glance at them to verify there are no mistakes but then they go into … Continue reading

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What Are You Hiding From?

So……this Sunday is the Super Bowl!!!  The game will be watched by more people than ever before.  Madonna is performing at the halftime show.  (I have so much to say about that but because this is a work-related blog I’ll … Continue reading

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

12 Important Financial Steps to Take in 2012

By now, everyone has broken their New Year’s resolutions.  Never fear, taking one financial action step each month is easy and you still have time to finish January’s step.  Taken together these steps can have a tremendous impact on your … Continue reading

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What I Learned Watching the NFL Playoffs

Last weekend, the final 4 teams left in the NFL playoffs squared off to see who would make it to the Super Bowl.  This year, it’s the New England Patriots vs. New York Giants playing in the season’s final game.  … Continue reading

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

How to Handle Old Debt and Debt Collection Agencies

With identity theft and fraud being such common threats, it’s important to exercise caution in every facet of your financial life. You likely know not to give out your social security number to anyone you don’t trust, nor should you … Continue reading

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Posted in Financial Planning, Guest Bloggers | Tagged , , , , , | 1 Comment

Spin Out in the Snow – Should Have Taken the Extra Rental Car Insurance

We all have something of a teenager mentality in us, “It won’t happen to me.  I am invincible!” I suppose you have to have some attitude or you’d never leave the house.  I did leave my house yesterday in a … Continue reading

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Posted in Financial Planning, Money Diva | Tagged , , , , , | Leave a comment

When it Comes to Financial Advice, Follow the Money

As the election year begins, there’s a lot of concern about money in politics and how it can be used to corrupt politicians and buy votes. But politics isn’t the only profession in which money can be a problem. The … Continue reading

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

Your Annual Money Review: The Best and Worst of 2011

What incredibly good money decisions did you make last year?  In their book Switch, Dan and Chip Heath suggest for organizations that want to change to look for the “bright spots” in the organization and study them.  In a sales … Continue reading

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