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Tag Archives: financial planning
Helping Employees Cope with Medical Bills
Flying home last week from the wintry northwest, I heard lots of sneezing and sniffles from my fellow travelers. Although we’ve been lucky to have such a mild winter so far, cold January weather usually brings with it the onslaught … Continue reading
The Most Important Lessons in Life are the Unspoken Ones
My mother-in-law, Stella Anderson, passed away in her sleep last month with her family at her side at the age of 97. She was dearly loved and will surely be missed. At her memorial service, her granddaughter (my niece) Britt … Continue reading
Nine Key Financial Steps That Procrastinators Miss
Yesterday I went to get a mammogram; the annual “boob smashing” is what I call it. The process isn’t fun so for any of you who haven’t had one, a mammogram basically consists of smashing your breast between two plates … Continue reading
Financial Planning: I’m a Geek and I can Prove it
It was pointed out to me recently that I can be quite a geek (fortunately, my girlfriend likes geeks). It was also pointed out that when I was a kid I had to feed my pet dinosaur before I walked … Continue reading
Financial Lessons from a 23 Year Old
I just got off a call to our financial helpline with an amazing young woman. It is funny how sometimes you get a caller who should be teaching financial planning instead of calling the helpline; this was one of those … Continue reading
Why Didn’t I Sell?
“Why didn’t I sell before the market dropped?” is a question I got from a caller to our helpline last week. This is a common question, as you can imagine, after a big drop in the market or during an … Continue reading
Financial Planning: Automation…a Friend with Boundaries
I have a grocery store that I love. It costs a little more, but the service is excellent. One of the things I really like about this store is that when the weather is bad, and you’re dreading the hike … Continue reading
How to Be Financially Independent in 5 Years (No Matter What Age You Are)
One of the things that makes the lives of financial planners so difficult is that we usually have to get people to do what they don’t want to do, so that they can get what they want. In other businesses … Continue reading
So You’re Having a Baby? Six Ideas to Get Ready Financially
I just heard the news that my niece is pregnant with a little girl! I am doubly excited for her since as a mother of three boys (and one girl), I am still “underweighted” in girls. Bring on the pink. … Continue reading
What $40 and a Basket of Dirty Laundry Taught Me
A while back I had the opportunity to do what most college kids and moms with extra-large comforters find themselves doing. I was a frequent-flyer member of my local laundromat. I was in the process of having a laundry room … Continue reading
