July 2010

Our Golden Career Paths

July 30, 2010

Happy Friday DINKS.  This week we are discussing our education and our career choices. As a DINK we are currently working, and hopefully we are successful at our jobs.  My question to you is…Are you happy at work? So often we fall into a career that we never planned.  Finance was never supposed to be [...]

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Insurance in the Afterlife

July 29, 2010

Many of us wish to leave a financial legacy behind for our loved ones after we pass away.  Providing for our loved ones may come natural for most of us, and it usually doesn’t end upon death. If someone has not accumulated enough wealth throughout their lifetime to cover all final expenses, then life insurance [...]

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Retiring Happy

July 28, 2010

As I assist my clients and their families plan for retirement, we look at several different factors other than money. I ask my clients “What is important to you?” According to an article posted on YahooFinance titled “Secrets to a Happy Retirement”, money is listed as the very last item on their list of criteria [...]

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Book Giveaway: “Questions and Answers on Life Insurance”

July 27, 2010

Hi Dinks! Ready for another giveaway?  Just got this one in the mail and it sure covers a LOT.  Not something you read for pure entertainment, but def. worth having around. Here’s a clip from the press release: In Questions and Answers on Life Insurance: The Life Insurance Toolbook, Tony Steuer uses an accessible Q&A [...]

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The Cost of Our Jobs

July 26, 2010

Today we will discuss our jobs…as an expense in our monthly (or weekly) budgets.  I read an interesting article on MSNCareers titled “Is Your Job Costing You Too Much Money?” It discussed the price of having a new job, and all of the added expenses that come along with changing careers. When we are thinking [...]

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Is it Better to be Rich or Wealthy?

July 23, 2010

Happy Friday DINKS. As we get ready for this hot and sunny end of July weekend we will discuss our money; how we save it and how we spend it.  As I look over my bank account and investment account balances at the end of this month I find myself thinking…Why am I saving money? [...]

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It’s OK to Talk About Money

July 22, 2010
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It may be because I work in Finance but I have never been shy to talk about money.  My friends also all work in finance. We are used to dealing with money, therefore we are all very open about money. We discuss everything including when we are broke and how we are planning to spend [...]

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Credit Chaos

July 21, 2010

Over the last few years during the financial crisis people have lost their jobs, homes, and in some cases their families. When our backs are up against the wall, it is in human nature to look for a quick fix…a band aid solution that helps temporarily but does not heal long term. A quick solution [...]

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Wealth Building Strategies for 2010

July 20, 2010

Hello All, There is ton of information out there on wealth building on the web.  Unfortunately most of it isn’t that good. That said, I came across this video while searching the web for tips on building wealth.   Its a half hour show from The Urban Wall Street Project – a program focused on wealth [...]

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A 50/50 Relationship

July 19, 2010

This week I have encountered two situations where two of my colleagues, who are both women, have started dating and married men with money. Now, one of them expects her husband to spend his family riches on her, and the other accepts her boyfriends lavish gifts with open arms.  She never demands, although she does [...]

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