How Your Finances Can Affect Your Dating Life

August 14, 2015

One of my favorite phrases with my friends after I say something that clearly isn’t all that brilliant is “Is there any wonder I’m still single?” Sometimes, I say things that are meant one way but interpreted another.   At dinner the other night with a group of friends, I made a comment about needing to go outside for a potty break. Of course, I meant the dog but the way I said it made a few of the guests a wee bit nervous. Fortunately, my date understood what I meant and got a good laugh out of it. Continue reading “How Your Finances Can Affect Your Dating Life”

Using Your 401(k) in Retirement

February 09, 2012

We recently received this  question on the Ask a Question to a Financial Planner section of our blog:

“I have $35k in bank card debt+$30k in retail credit debt. Bank interest range 13/23%, retail 18/29%. I’m 63, and have $40k in a 401acct where I work. I want to retire this year with two company pensions ($1750/month) and early SS($2400/month, both wife and me). I need to get rid of some monthly payments of debt, where should I use my 401 money toward this goal. All my debt is unsecured, my home is paid off, health is good. I’m ready to go fishing.” Continue reading “Using Your 401(k) in Retirement”

An Unconventional Q&A Session with a Financial Planner

August 19, 2011

If you have read more than two of my blogs, you probably already know that while I take your financial lives pretty seriously, I don’t take myself seriously.  At all.  So, in the spirit of having a little bit of fun with this (it’s summer after all), and answering some REAL questions that I’ve been asked over the last few years, here’s a little “unconventional financial education” Q&A session: Continue reading “An Unconventional Q&A Session with a Financial Planner”

Financial Education: A New Direction

January 27, 2011

It’s been a nice ride conveying my thoughts on various life events that I have had and supplying analogies of those events to different financial topics.  As often happens in life though, things don’t always fall in our lap so rather than force bad analogies on all of you, I have decided to take my weekly blog in a new direction. Continue reading “Financial Education: A New Direction”