It ain’t trickin if you got it

September 1, 2014

That’s a hip way to say it’s OK to spend money if you have it.  I have to tell you I’m not so sure.  Maybe As you know I work in finance aka the land of corporate douche bags.  Every single day I am surrounded by men in $2000 suits – I know this because […]

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Weekly roundup: Long weekends and Labor Day

August 29, 2014

Good morning Dinks and Happy Friday.  Well it’s Labour Day weekend and you know what that means, our summer is officially coming to an end.  I had a great summer this year and I’m definitely sad to see it go, but I also have a great Fall lined up so I’m really excited for the […]

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Ask a CFP: What’s an ETF?

August 28, 2014

Good morning Dinks.  Since the market crash in 2008 everyone is trying to save money whenever and where ever possible.  People want discounts on their food, need coupons for their household goods and search for the lowest fees on their investments.  So let me ask you a question, has your investment style changed since the […]

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Venus and Mars and Shopping

August 27, 2014

Good morning Dinks.  Today we’re featuring another post in our Venus and Mars series.  As one half of a couple I have to say that the differences between men and women are astonishing.  Yet we continue to leave (somewhat harmoniously) together here on Earth.  I used to think the difference of opinions in my relationship […]

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Ask a CFP: What’s the difference between a financial planner and a stock broker

August 25, 2014

Good morning Dinks.  As a financial planner I see all kinds of clients.  When I tell you that everyone is unique it’s true.  Every time someone comes to see me they have a reason why they want to invest – trust me, I hear all kinds of stories from clients.  My job as a financial […]

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Weekly roundup: The Lion King and Long Distance Relationships

August 22, 2014

Good morning Dinks and Happy Friday.  This week I saw The Lion King live in theatre and I have to tell you – what an amazing experience!  Have you seen it?  I love going to watch live theatre and Disney does theatre like no other. What’s your favorite play/musical? Enjoy these great posts from our […]

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Couples Date Night Ideas for your 20s, 30s and 40s

August 21, 2014

Good morning Dinks.  Last night my boyfriend Nick and I met up after work to hang out and have a date night.  Do you want to know what we did?  We went to look at apartments.  Yes that is our new romantic thing to do, walk the streets of our city and visit potential apartments […]

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Our joint account is empty

August 20, 2014

Good morning Dinks.  Do you remember not so long ago when I was super excited because my boyfriend finally agreed to open a joint account…finally after all these years together.  Well I’m sad to say that after three months our account is still empty.  I never would have given this a second thought except the […]

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Why I don’t tell people I’m a financial planner

August 18, 2014

Good morning Dinks.  As you may remember I am a financial planner.  When I first received my designation I was so proud of my accomplishment.  I would tell anyone and everyone who would listen, I wanted to shout it from the roof tops.  But that was in 2007, now seven years later I keep my […]

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