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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Weekly roundup: Happy Superbowl weekend

January 30, 2015

Good morning Dinks and  happy Friday, or should I say happy Superbowl weekend.  As you know I’m not a big fan of sports but I’m looking forward to the Superbowl because Katy Perry is performing at the half time show. If you’re watching the NFL this weekend, enjoy and if football is not your thing […]

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5 reasons to work for a start-up

January 29, 2015

Good morning Dinks.  As you know at any moment my company will be sold to a competitor.  So am I freaking out about it? No, not anymore.  My attitude is “Whatever happens, happens”  which is very different from my no-so-long ago attitude of “Holy Crap I’m losing my job. How am I going to pay […]

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When do you file your taxes?

January 28, 2015

I love the new year.  Do you want to know why?  Because it starts off tax season.  Even though the filing deadline is in April I love getting all my papers organized early in the year.  I usually have everything all ready by mid February and then as soon as I get the tax slips […]

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3 things your credit card is not – and 1 it is

January 26, 2015

Good morning Dinks.  How do you feel about your credit card?  I love my credit card…now.  Now that I’ve paid off over $50k in debt my credit card is no longer a crutch and I love it.  Yes, it’s true I used to abuse my credit card and let it abuse me.  Thankfully I’ve grown […]

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What You Need to Know About Spread Betting

January 26, 2015

First of all, what is spread betting? You will need to know as much as you can before going into this type of betting since there is an extremely high risk factor and a lot of dangers involved in financial spread betting. The odd are usually only 1 out of 5 gamblers that end up […]

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