Tag Archives: financial goals

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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7 Gifts That Can Keep on Giving

Rather than give away more fish this holiday season, why not teach them how to fish with a gift of financial education? After all, New Year’s is coming up and better money management is one of the most common resolutions. … Continue reading

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How to Optimize and Simplify Your Daily Finances

In my last few blog posts, I wrote about how  we can manage our spending to save enough to reach our financial goals.  Ideally, you’d pay yourself first by having your savings set aside before you can even spend the … Continue reading

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Achieve Financial Success by Managing Someone Important – You!

At work recently I’ve been assigned something completely different than anything I’ve ever done before, so I’m doing a whole lot of training to learn some new things. This has been a test of “can an old dog learn new … Continue reading

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Should I Manage My Investment Account or Use a Financial Advisor?

If I had a dime for every time I heard this question – I would have a lot of dimes! This is actually one of those questions I feel shows that an investor has entered the introspective phase of their … Continue reading

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Cash Management: Saving Money Without Sacrifice

Over the years, I have unknowingly wasted thousands of dollars at the grocery store and the pharmacy. If I knew then what I know now, I could have saved AT LEAST $1200 per year by using coupons. If you add … Continue reading

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Financial Goals: Looking for Greener Pastures

My girlfriend and I joke about her country life in upstate NY (almost Canada!) versus my city life in Baltimore.  While this time of year brings blossoms and green grass in my neck of the woods, her climate is still … Continue reading

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Cash Management: How to Manage the Extra Money in Your Pocket

Have you ever found yourself at the end of the week with a little extra cash lying around?  (I know, it doesn’t happen that often, but when it does, what exactly do you do with it?)  For many, they just … Continue reading

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Lost Focus: Planning Your Finances

Sometimes we just don’t want to look in the mirror and ask ourselves tough questions.  I had one of those moments recently.  I was going to a football game and the line outside of the stadium was incredibly long.  It … Continue reading

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