What Coffee, Life and Money Happiness Have In Common

My friend—let's call him Jim—is a complete and utter coffee geek. He buys green beans, roasts them to his liking, grinds them to the perfect consistency and measures the exact amount of ground coffee (in grams) for each serving. He—lovingly—prepares his coffee-making machine, making sure the water is at the right temperature before introducing it… Continue reading>

6 Common DIY Portfolio Mistakes

DIYing has grown in popularity over the years. And, why not? There’s a high level of satisfaction to building, fixing, and installing projects on your own (and subsequently showing off the completed project on social media, of course). Not only does it save money, it creates pride and accomplishment. However, when it comes to managing… Continue reading>

Thinking Of Getting Married: Are Your Money Mindsets Compatible?

Getting married is easy! It’s as simple as signing a piece of paper and saying a few words. Staying married—that’s where it becomes tricky, especially with divorce rates at 50%. When it comes to combining two separate—and perhaps different—money lives into one family, there are important questions to explore during the courtship process that, while… Continue reading>

When It Comes To Your Financial Success: What Is The Meaning Of “More” vs. “Less”?

Less is more. More is less. Financial success is all about balance, perspective, knowledge, values, and how you define what is most important to your happiness. For some, the idea of “more” holds a level of allure and enticement that will motivate their actions to make more money and surround themselves with the trappings of… Continue reading>

Don’t Have A Retirement Plan Yet? Here’s Where To Start

When it comes to retirement and planning, I’ve heard them all: “I love what I do. I can’t imagine doing anything else.” “I’ll never have enough money to retire, so I’ll work until I die.” “I have no hobbies, so I might as well work.” “I’d be bored outta my skull if I didn’t work.”… Continue reading>

The Dow Jones Hit 20,000. Now What?

The Dow Jones Industrial Average hit 20,000. The aftermath was a barrage of media stories—some encouraging, others less optimistic. The positive stories prompted investors to buy more equities in expectation of more future gain; the cynics foretold the forthcoming correction with a warning: Get out of stocks. The one common theme all the articles share… Continue reading>

7 Decisions That Can Lead You to Financial Misery

“Fake” news: One of the most controversial and trending topics to discuss today. Who is trolling whom— and what is the real agenda behind all those stories that you see on social media? When it comes to making money decisions, you need to decide what advice is real or fake—or be able to see the… Continue reading>

A Financial Warning: If All You Have Is a Hammer, Everything Looks Like a Nail

We are surrounded by articles, advertisements and enticements prompting investors where to find the best yield, the best returns, the best investments, the best everything. And who doesn’t want the best? It seems you are always "a mere click away" from finding the highest yield on a money market fund, the lowest rate on a mortgage,… Continue reading>

The 5 Most Important Money Hacks to Start 2017 Right

“Cheers to a new year and another chance for us to get it right.” –Oprah Winfrey Emily and Bob sat in the meeting room with a look of utter desperation. “Here we are again—the bills from the holidays are drowning us and our plans to get a proper hold on our finances! What can we… Continue reading>