Weekly Roundup: Valentine’s Day and Friday the 13th

February 13, 2015

Happy pre-Valentine’s Day Dinks.  Despite being Friday the 13th I hope you have a wonderful weekend with your sweetheart full of good food, sweets and lots and lots of love. Enjoy these posts from our friends.  Have a great weekend! Clever Dude – All About Life Insurance Premiums Money Talks News – Financial Stress May […]

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Is Valentine’s Day Just For Women?

February 12, 2015

Good morning Dinks.  And to all you men who are frantically searching stores to find the perfect Valentine’s Day gift – Good Luck.  Let me let you in on a little Valentine’s Day secret – we are going to love whatever you get us because it’s the thought that counts.  Right?  Wrong! But I am […]

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Where did you meet your spouse?

February 11, 2015

Good morning Dinks.  Continuing on with our theme of Valentine’s Day posts this week I thought we could swap stories on we you met our spouse.  I’m one of those girls who loves hearing stories of how couples fell in love, who asked who out first and the stories of how you got engaged.  Yes […]

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How to Find a Good Financial Advisor

February 10, 2015

If you are looking for ways to diverse your finances, need help in handling your stock portfolio, or you need help on the best ways on how to save, invest or grow your money, it is best to seek advise from a reputable and reliable wealth manager. You must be absolutely diligent in doing your […]

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The Little Amounts Add Up; Make It Work For You

February 6, 2015

Whenever we hear or read about budgeting, we read “you’d be surprised by how the little things add up.” A coffee, out to lunch a couple times last week, forgot my sunglasses at home so I’ll just buy a cheap pair. Essentially, we know. The little things add up; but typically that is working against […]

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Weekly roundup: Start-ups, Goals and Budgets

February 6, 2015

Happy Friday Dinks.  If you live somewhere that was buried by snow this week, I hope you’re staying safe and warm.  If you live somewhere that doesn’t have snow, I’m jealous. Have a great weekend and enjoy these good financial reads: Good Financial Cents – How to Compete Everyday and Crush Your Goals Wisebread – […]

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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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Why cash is never a good investment

February 4, 2015

Good morning Dinks.  Let me ask you a question, do you have cash in your investment portfolio?  I don’t mean if you have cash in a savings account I want to know if you have cash investments in your investment portfolio and retirement accounts. As a financial planner my job is to make sure clients […]

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Is a Costco membership worth it?

February 2, 2015

Good morning Dinks.  I have a question, should a household of two people have a Costco membership?  The reason I’m asking is because this week a woman in my office was eating a granola bar that I’ve only ever seen abroad and when I asked her where she bought it she said “At Costco”. I […]

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