Money Management

Should Married Couples Merge Finances?

August 21, 2015

Here’s a question that a lot of couples want to know: Should married couples merge their finances?  I am not sure there’s a right or wrong answer.  If I base my answer on my relationship I would say no, but that’s what works for us.  However in some situations it’s easier for one person to […]

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Money Savvy: Nature vs. Nurture

May 28, 2015

Good morning Dinks.  Do you think good money habits are learned or are we born with them? I think it’s a little bit of both.  If money habits are truly learned then everyone in their 30s or older would be good with money, but unfortunately that’s not the case.  Or is it?  Maybe everyone is […]

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5 things that are worth the cost as I get older

May 25, 2015

Good morning Dinks.  Let me ask you a question, is your taste evolving as you get older?  Mine is.  I can’t decide if it’s out of necessity or out of maturity but either way I find myself spending money on things that I normally wouldn’t spend money on. Do you spend more money now than […]

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Marriage and Merging Money

May 19, 2015

Money is often an issue that tends to cause the most friction between a newlywed couple. In a world where the majority of people are concerned with their own personal well being, it is easy to forget that marriage is a mutual arrangement, not a solitary effort. Trust is a vital component in establishing a […]

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Do you ever feel the need to give money advice?

May 7, 2015

I know this may sound like a silly question, but I’m curious.  As financial blog readers and money enthusiasts do you ever feel the need to lend a helping hand when it comes to money?  I don’t mean physically lend money to family or friends, I mean give them money advice. As a financial planner […]

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This is why Starbucks is not a waste of money

May 4, 2015

Good morning Dinks.  If you’ve ever read a story about spending wisely or setting a budget then you’ve probably been advised to cut out your daily trips to the coffee shop.  Right?  To be honest it’s true.  If you want to start saving money you can cut out Starbucks coffee and stop eating out in […]

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How to be financially savvy

April 9, 2015

Good morning Dinks.  Usually I hate that phrase – financially savvy, it sounds so snobby – but in this case it’s a perfect fit for what we’re going to discuss today.  Let me ask you a question, are you good with money? I had lunch with my high school friend Jessica yesterday; she told me […]

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‘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  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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