When paying off debt, it pays to plan
Debt is like that toxic friend you’ve had for as long as you can remember; you know the situation needs to be addressed, but you put if off because the […]
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Understanding who benefits from 529 plans
I’m a big believer in getting bang for your buck. When it comes to saving for college, the 529 plan definitely deserves a place in your portfolio. There are reasons
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When it comes to managing cash, do what works
Most of my more recent friends think of me as being good with money. To an extent, their perception is accurate. I love talking about total return, asset allocation and
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Breaking down mutual fund fees
Mutual fund investors love to complain about fees. None of us wants to see our returns reduced by expenses, in any market. When our investments are down, it seems like
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Life insurance as an investment
When it comes to life insurance recommendations, I am pretty much in the term camp. There are several reasons for my position, the most important being that life insurance is
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Looking for passive income? Here are some things to consider.
At every family birthday celebration, my mother-in-law buys each family member “Set for Life” scratch off tickets. Part of our traditional birthday fun includes a hunt through purses and pockets
Looking for passive income? Here are some things to consider. Read More »