3 types of clients, which one are you?

April 1, 2015

Good morning Dinks.  As the tax filing deadline quickly approaches on April 15 people all around the country are deciding if they want to contribute into their retirement accounts before the deadline and if so how much money do they need. Although I no longer work in the world of banking many of my friends […]

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Would You Take a College Do Over?

March 30, 2015

Good morning Dinks.  This year marks the 10 year anniversary of my college graduation.  I can’t even believe it but I graduated from college in December of 2005.  It seems like a lifetime ago, but at the same time I remember it like it was yesterday. What have you accomplished since graduation? So much has […]

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Weekly roundup: Debt, NYC and Waffles

March 27, 2015

Good morning Dinks.  I don’t know about you, but I’m ready for the weekend.  Sleeping in and waffles is what’s on my agenda over the next two days.  If the weather continues to cooperate maybe I’ll get outside and go for a walk…maybe. I probably shouldn’t admit this but there are some weekends that I […]

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Save money with these home renos

March 26, 2015

Good morning Dinks.  It’s officially spring, well it is on the calendar anyways, and that means it’s prime time for the real estate market.  Home owners around the country are getting their homes ready to be put on the market and hopeful home buyers everywhere are looking for their dream home. Are you looking to […]

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The time I almost broke up with my boyfriend

March 25, 2015

Good morning Dinks.  As always I’m being a little bit dramatic, I didn’t actually almost break up with my boyfriend of fifteen years, but we did have a discussion about his recent financial decision.  Last week my boyfriend Nick bought the new Samsung Edge smart phone for $650.  Actually he pre-ordered the phone and it […]

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What I learned from my taxes

March 23, 2015

Good morning Dinks.  I just finished my taxes.  Yes that’s right I spent Friday night doing our taxes and it gave me a huge headache.  I finished our taxes, took two Tylenol, watched Shark Tank and went to bed at 10 pm.  Yes I know you’re jealous of my extremely exciting life. You probably want […]

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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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Weekly roundup: The IRS & Being Cheap

March 20, 2015

Good morning Dinks.  Can I ask you a question, do you spend more or less money on the weekends? I’ve noticed that I spend way less money on the weekends because Nick and I usually just stay in.  I don’t have the costs of travelling to and from work or the costs of eating out […]

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3 types of insurance you may not know about

March 19, 2015

Good morning Dinks.  Have you ever been up late and night watching infomercials and saw a ridiculous product and thought to yourself, I can’t believe people spend money on that?  Well I had that realization last week about insurance. Remember I went to New York City at the beginning of March? While I was there […]

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