Weekly roundup: I’m back from New Orleans…check out the pic

September 26, 2014

Good morning Dinks.  Happy Friday.  I’m back from New Orleans and I just want to say that I had a really great time with all my personal finance friends at FinCon.  The city was historic, the bayou was breathtaking and it’s safe to say that New Orleans is a lot of fun. I hope you […]

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My personal oath for my new job

September 25, 2014

Good morning Dinks.  I announced a few weeks ago that my investment firm is being sold to a competitor;  the news is equally terrifying and exciting.  I’m terrified because Nick and I are moving into a new apartment October 1st and come January I don’t know if I’ll have a job.  However at the same […]

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5 Reasons Why Having a Website Is a Good Investment

September 25, 2014

The world’s current trends are that almost everything is via the internet. People are looking for opportunities and making money online. Websites have become the offices of this generation. Through websites, transactions are effortlessly carried out without any physical contact and people are making big money. It is until you be having your own website […]

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Find a work life balance: Relationship style

September 24, 2014

Good morning Dinks.  There are just some things that are bad for your relationship, things like being stuck in traffic, always wanting to be right and being a work-a-holic.  The key to happiness in a relationship is patience, understanding and a whole lot of compromise, especially when it comes to work and your career. Finding […]

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Your top 3 retirement questions: ANSWERED

September 22, 2014

Good morning Dinks.  Remember last week when we talked about investing for short term goals?  We mentioned that goals are personal but we can all use discipline and focus to achieve them.  Well today we are talking about our long term goals.  Actually we are talking about the one long term goal we all have […]

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Weekly roundup: FinCon, Retirement and AirBnB

September 19, 2014

Good morning Dinks and happy Friday.  As you read this I am at FinCon in New Orleans – probably hanging out on the ghost tour or the swamp tour.  New Orleans has been on my bucket list for a long time so I am excited to be in The Big Easy right now. If you’re […]

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Ask a CFP: Where is your money?

September 18, 2014

Good morning Dinks.  As a financial planner one of the first questions clients ask me when we start talking about their investments is “Where do you have your money?”  Of course I don’t like to talk about my own money and actually I am not allowed to.  However when you want to gain someone’s trust […]

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Preparing for a job loss

September 17, 2014

Last week my company announced they are being sold to a competing investment firm.  My initial thought was panic but honestly I didn’t have much time to think about it until a few days later.  As you know I work as the corporate community manager so needless to say I had an incredibly busy week.  […]

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Prepare Yourself Financially Before Traveling Overseas

September 17, 2014

Are you planning a trip to travel overseas? It is important to prepare yourself financially before you leave on your journey. There are a number of things that you can do prior to leaving that will make things easier on you financially while you are on your trip. Taking these steps will help you manage […]

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