Money Management

‘Robo-advisor’ growth hits Wall Street

March 22, 2015

Hi All, You may not have seen this but AFP has a great story on how automatic investing is changing the wealth management landscape.  More and more dollars, especially wealth owned by millennials, is going towards so called “Robo-advising” companies.  These firms use automated algorithms to make asset allocation decisions based on their client’s preferences. […]

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The Payoffs of an Organized Approach

March 12, 2015

Good morning Dinks.  The following is a contribution from our friend Anne at MoneyPropeller.com.  Go over and check out her site, she’s awesome! An internet minute doesn’t last very long.  With all of the latest headlines, click bait titles (CAN I believe what happened next?  I need to know!), cat pictures and hustling strategies, there […]

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My Bad Money Habit

March 11, 2015

Yes it’s true.  I’m a financial planner and I have a bad money habit. Can you believe it?  The truth is I don’t always practice what I preach, actually I should say that I don’t always believe in what the bank wants me to tell clients.  Yes, that’s how I should say it. So what […]

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Can’t Save? Use Digit

March 10, 2015

Can’t Save? Use Digit. One thing I love about being a personal finance blogger is the chance to review new and exciting technology. The latest innovative product to come out of Silicon Valley is something called Digit. Digit is a web based application which identified and saves any surplus you have in your bank account. […]

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Money Only Gets Better with Age

February 25, 2015

Sponsored by Edelman Financial Services Let me ask you a question, do you think your money life is better now than it was 10 years ago?  20 years ago?  30 years ago?  I can definitely answer yes.  My boyfriend Nick and I have both come a long way in how we make and manage our […]

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My money week: Wasting, Making and Loving

February 5, 2015

I had one of those weird money weeks.  One of those weeks where you love and hate your money at the same time; where money makes you happy and sad within the span of 24 hours.  Have you ever had one of those? To say that my emotions are running high right now would be […]

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Is Amazon Prime worth it?

January 14, 2015

Good morning Dinks.  Let me ask you a question, do you have an Amazon Prime account?  I had no idea what Amazon Prime was until I went on a shopping binge last month and my lovely boyfriend Nick told me to sign up for Amazon Prime. Do you love Amazon.com? Amazon is a fantastic website.  […]

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Wealthfront Taking Off

November 2, 2014

Hi Guys, File this under “good to know if you’re shopping for a stockbroker”…but internet based financial services firm Wealthfront has recently surpassed a billion dollars in assets. Since financial services firms don’t magically make money, it means that a lot of young millenials have forked over their cash for Wealthfront to manage. This suggests […]

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Do you gamble with your money?

October 27, 2014

I’m not asking if you go to a casino and drop $500 down on the table for one hand of Black Jack or one roll of the dice.  I mean do you like your income, expenses and debt to be consistent every month or are you OK if they fluctuate? Even though I’m young and […]

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