Weekly roundup: Good jobs, travels and wealth

April 4, 2014

(A pic I took in Central Park) Good morning Dinks and Happy Friday.  In just over a month I will be in NYC.  I absolutely love travelling.  I am also a planner so I always plan my vacations months in advance.  This makes the time between booking my vacation and actually going on vacation totally […]

Read the full article →

It’s time to cut the cord.

April 3, 2014

Good morning Dinks.  Do you remember a few weeks ago when I wrote about my Dad’s girlfriend being in debt at 65?  In case you missed that post let me break it down for you very quickly.  My Dad used to spend his winters in Florida.  Last year he wasn’t able to go because his […]

Read the full article →

Do you need to switch credit cards?

April 2, 2014

    Good morning Dinks.  It’s that time of the year again: Spring Fever.  Everywhere, people are cleaning out their homes, getting rid of unwanted items and making positive changes in their lives.  For some people this includes making changes to their finances.  Being financially responsible includes saving money for your goals, living on a […]

Read the full article →

Find the perfect mortgage in 3 easy steps

March 31, 2014

Good morning Dinks.  It’s officially spring.  For a banker this means it’s credit season and for a client it means it’s home buying season.  So what does that mean?  It means that at this time of the year people are shopping for the best interest rate on their mortgage. During spring time people are cleaning […]

Read the full article →

Weekly roundup: Vacations, spouses and mistakes

March 28, 2014

Happy Friday Dinks.  I have to tell you I’ve just about had it with winter.  It’s the end of March and I thought this month was supposed to come in like a lion and go out like a lamb.  So what’s going on with the snow?  I didn’t hate winter as much this year as […]

Read the full article →

I wish I had a financial advisor as a kid

March 27, 2014

Good morning Dinks.  As you know I have had my share of financial struggles in the past.  I don’t regret my financial mistakes as a teenager and in my 20s because they made me into the responsible adult I am today.  However I do wish that I learned the easy way how to manage my […]

Read the full article →

Strange and Unusual Taxes!

March 26, 2014

[Guest author today] The tax season is fast approaching. April 15th either marks a day of doom for those who procrastinate, or a day of relief for those who successfully filed those pesky financial details. Regardless of your attitude towards the day, it will come and go as it always does. Taxes are practically a […]

Read the full article →

Don’t be a money moron

March 26, 2014

“Money morons are the leading cause of ruined relationships.” –Gail Vaz-Oxlade Good morning Dinks.  As a financial planner I am not a huge fan of money shows from other money experts.  I feel it’s like staring into the looking glass watching myself at work all day and I don’t want to do that.  However on […]

Read the full article →

I don’t love everything about money, it’s true.

March 24, 2014

Good morning Dinks.  I know that I’m only 33 years old but I see a huge difference in my life between now and when I look back to myself in my 20s.  I know that we all change as we get older but I thought it would be a gradual progression.  I didn’t think that […]

Read the full article →