Financial Wellness @ Work

3 Investment Myths Busted

Think you know everything you need to know about investing? I recently read three articles that dispel some conventional wisdom when it comes to your investments. Here are the busted myths along with the implications of what they could mean for you: Read more

What A Lost Cell Phone Can Teach Us About Investing

Earlier this year, my boss shared with us her story of how she dropped her phone behind her bed. Her first thought since the bed was basically against the wall was to move the bed…in her words “bad idea.” After some time (and a little pain medicine), she took a second approach: use a hanger from the side to pull it out….again, “No dice.” (She thinks she actually made it worse by pushing it further out of reach.) Read more

Want to Live a Happier Financial Life?

Very rarely do I find a personal finance article that resonates me as much as one I recently read called “How to Live a Happier Financial Life.” First, I love the title. When it comes to finances, sometimes we get so caught up in the numbers that we forgot the whole point is is about maximizing happiness not money. Sometimes that means spending more money on certain things but often it actually means spending less. The article’s following points do a good job of differentiating which is which: Read more

The Gym Rat’s Guide to Investment Terms

Investing and the financial world in general can be pretty confusing. There are a lot of terms you may not know and concepts you may not be familiar with. It can even start sounding like another language! Read more

Noise Cancelling Headphones Needed

One of the joys of my job is that I get to work with some incredibly bright and talented people. Daphne Winston is one such person. She and I were talking about some of our “travel nightmares” one day as both of us routinely fly for work. I asked her to write a blog post about one of her misadventures and this is what she shared with me: Read more

The Risks of Employer Stock

One of the biggest risks I’ve seen lurking in people’s investments is having too much in a current or former employer’s company stock.What’s too much? You should generally have no more than 10-15% of your investment portfolio in any single stock. Keep in mind that an investment adviser can lose their license for recommending more than that. Read more

Should You Buy Life Insurance as an Investment?

Should you purchase a whole or universal life insurance policy as an investment? We recently received several questions on our Facebook page on this topic so there seems to be a lot of confusion about it. On the one hand, many agents over-sell these policies as a way to earn big commissions. On the other, they can make sense for certain people. Let’s take a look at some guidelines to use to see if it makes sense for you: Read more

My “NO” Year’s Resolutions!

This New Year’s Eve, millions of people across the country will make New Year’s resolutions about things they’d like to do in 2015.  I’m all in favor of this annual tradition but to mix things up a bit, I’m going to suggest a few things that you DON’T want to do in 2015—something I’m calling “No” Year’s resolutions: Read more

Do You Need Some Financial Flossing?

Recently I was talking with one of my coworkers and I said the following about something at work “It’s like flossing…I know I need to do it, and I do, but I try to find ways to postpone it as long as possible!” He thought it sounded like a blog topic about the financial lives of so many people, so here we are! What are some things that we KNOW we need to do financially, but they are so “not fun” that we either don’t do them or we keep putting them off indefinitely? Read more

Are You Afraid of Your Student Loan Debt?

What’s really scaring you this Halloween? If you have student loans,  getting that bill might rank pretty high on the list. After all, no one likes owing tens or even hundreds of thousands of dollars  that will seemingly take forever to pay off. That doesn’t mean paying off your student loans should be your only or even top financial priority though. Here are some other goals that you might want to prioritize first. Read more

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