UBER Gets Into The Credit Card Game??

UBER Credit Card - Your Smart Money Moves

Uber has become a household name over the past several years by picking us up and dropping us off with the click of a button on our mobile phone.  Effective November 2nd, Uber officially put its hat in the ring and made a foray into the credit card business by […]

How To Save BIG Money On Your Teenagers Auto Insurance

How To Save BIG Money On Your Teenagers Auto Insurance

It’s Official!  Effective November 1st of this year, I officially have three children that can drive an automobile.  On one hand, it’s a sigh of relief because now I have three drivers who can make a run to CVS or Chick-Fil-A to do those small errands I simply don’t want to do at all. On […]

Should You Lend Money To A Co – Worker?

Should You Lend Money To A Co – Worker?

Here’s a situation I heard the other day…what do you think you should you do.

Ted, I’ve got a co-worker of mine and we’ve known each other for more than 10 years. I have always known them to be a pretty responsible person and one that never brings drama to work. We are both in our late […]

What You Should Know About The Current Trump Tax Plan

What You Should Know About The Current Trump Tax Plan

Almost a year after President Trump was elected to office, none of the main agenda bills have passed in Congress.  With Thanksgiving looming around the corner for a Congress shut down here in 2017, one of the big questions will be whether the major tax bill passes before the end of the year.  This single […]

I’m Afraid To Talk To My Spouse About Money

I’m Afraid To Talk To My Spouse About Money

After 25 years of working as a financial professional, I’ve learned that my job is part financial advisor part therapist.  The challenge of helping a family through making tough decisions requires more than financial planning software and the skill of creating an excel spreadsheet.   Just second to love, money becomes one of the largest items that […]

5 Ways To Increase Your Family Cash Flow

5 Ways To Increase Your Family Cash Flow

One of the biggest financial planning concerns I hear every week is how to manage the family cash flow.  So many people see their incomes increasing, but it isn’t necessarily translating to the bottom line.  If you are struggling to make ends meet or just want to stretch your paychecks further, here are five ways to increase […]

Four Moves Every Business Owners Needs To Make With A Business Will

Four Moves Every Business Owners Needs To Make With A Business Will

Most people are familiar with the term ‘will’, but those that own a business often can’t make a distinction between having a personal will and a business will.   Far too often, a business owner has an unforeseen situation which could be a divorce, disability, or death. This leads to massive complications about the […]

5 Ways To Start Investing For Less Than $100

5 Ways To Start Investing For Less Than $100

Not everyone has a big lump sum of money or some family inheritance to invest when they get started.  In fact, the very reason many people don’t get started investing is because they don’t feel they have enough money.  With the power of some cool apps and the internet, there are many ways to get started […]

What Women Need To Rethink About Their Money After Divorce

What Women Need To Rethink About Their Money After Divorce

 

Have you ever heard that term ‘they traded in for a new model’ when it comes to discussion around a divorce?   While divorce is never emotionally easy, the more challenging part especially for women is thinking about how to get their finances set after the divorce is finalized.  Many women don’t build a financial plan […]

What Fantasy Football Can Teach You About Diversification (or Your Financial Plan)

What Fantasy Football Can Teach You About  Diversification (or Your Financial Plan)

The football season is upon us again here as the fall rolls around and neighborhoods and workplaces are buzzing with Fantasy Football fever.  The Fantasy Trade Sports Association commented that the Fantasy Football market is more than a 70 billion dollar industry today and growing.   With so many people joining multiple leagues, […]