Finance 101

Bankrate is Hot For Finance!

May 22, 2012

Good Morning DINKS. We recently received an email from our friends at Bankrate.com about a new partnership initiative that they recently created with Marina Orlova; naturally we couldn’t resist the opportunity to share this information with you. Bankrate is a one stop shopping website for all of your personal finance needs. They provide comprehensive and [...]

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Are You Dependent on Money?

April 30, 2012

Good Morning DINKS.  As a dual income couples we all earn money. We may use our money to pay our monthly expenses in order to live our lives, we may save our money for our future goals, or we may spend our money in order to enjoy our lives in the moment.  Money may pay [...]

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We Should Do Everything Every 14 Days

March 13, 2012

Good Morning DINKS.  The easiest way to achieve financial success, or success in anything for that matter, is to track our progress.  The more often we check in on our goal progress and the more often we take on an active part in our goal setting, the more likely we are to succeed. Throughout paying [...]

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Financial Lessons Learned from The Godfather

January 10, 2012

I recently discovered an online game called The Godfather: Five Families and I have been addicted to it for weeks. I am not usually a Video Game lover or an Online Gamer, I am actually more of a Pac-Man kind of girl; but for some reason I am totally in love with The Godfather: Five [...]

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How to Talk About Money With Your Spouse

December 10, 2011
Thumbnail image for How to Talk About Money With Your Spouse

(Guest Post by Nick Charles) Living and sharing your money with someone isn’t always an easy task. When you choose to share your life in close quarters with someone, you start to learn more intimate details about their life – their bathroom habits, the little eccentricities that drive you nuts, those you can live with, [...]

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5 Investing Tips for People of All Ages!

November 9, 2011

Good Morning DINKS.  Today we are discussing easy investment tips for investors of all ages.  If you are new to investing or you are a veteran then these tips can help you be successful while investing.  Just because we have been investing for a long time doesn’t mean that we know what we are doing.  [...]

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#1 Rule of Investing: Don’t Take Advice From Your Neighbor!

October 18, 2011

This week I had a client come into my office and say something very ignorant about his investments and I feel the need to share.  First of all let me start by saying that my job as a Financial Planner is to give clients personal financial advice and help them plan for their short and [...]

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Can We Really Prevent Identity Theft?

September 26, 2011

This week at my bank branch we had a major case of Identity Theft. Thank goodness the loss was only minimal, but unfortunately the lost money can never be recovered.  This is the scariest thing about Identity Theft, the person who has stolen someones identity doesn’t actually exist because they have assumed the identity of [...]

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What is a Financial Plan & Why Do You Need One?

September 14, 2011

Good Morning DINKS.  If you deal with a Certified Financial Planner at your Financial Institution then you may have been solicited for a Personal Financial Plan.  This is a service which is usually offered to clients who are planning to achieve specific financial goals such as the purchase of their+ new home, or who are [...]

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6 Financial Terms That You Need To Know!

August 31, 2011

Hello Everyone.  Today we are discussing and learning about everyday financial terms. We may hear these words and phrases everyday in our financial lives, but we may not fully understand what they mean or what they mean for us. Before we enter into a contract or an agreement we should definitely understand what we are [...]

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