A few weeks ago I discussed several mistakes people make with their finances that they are often aware of but fail to correct. This week, we dive into some of the sneakier financial mistakes people are making that they are not aware of! Substantial assets are tied up in company stock. Company … [Read more...]
You Know Better! Stop Making These Financial Blunders!
Have you ever committed to a healthy night – gone to the gym, had a healthy dinner, skipped the wine, only to wind up with a late night trip to Ben and Jerry’s? Of course you have, at least in some sense… even though you knew that would wreck all of your hard work, you excused away your better … [Read more...]
The Marriage Tax
Does getting married help or hurt your federal tax liability? This is one of the most common questions I hear from newlyweds and something my wife and I considered when budgeting in our first year of marriage. Like many things in life, the correct answer is, “it depends.” Getting married can be a … [Read more...]
Start 2017 With a Financial Cleanse
Do you feel like you’ve lost control of your finances recently? Maybe you went overboard during the holiday season, or you’ve become lax in monitoring your spending. … [Read more...]
Shopping with Poker Chips
At some point in the midst of holiday shopping, most of us will dip into our wallets, take out a credit or debit card and make a purchase. Many times we leave the mall or put down our tablets and phones having spent more money than we intended. … [Read more...]