The mutual fund industry has a nice image of low fees and good returns, but what will you find when you look deep inside the mutual funds books?
How to Break Bad Money Habits
Many of us plan thoughtfully for all kinds of life goals. Yet many of us spend impulsively, using our money on the moment rather than saving or investing it for the future.
Eliminating Unforced Errors
I play tennis and have for many years. I also have a very competitive nature and really hate to lose, especially when I believe I “gave” a match away; that I made too many mistakes.
Hurricanes & Retirement Planning
Since much of the country has recently spent a lot of time watching the Weather Channel and getting a refresher on how hurricanes work, it’s the perfect opportunity to see what we can learn about retirement planning from a discussion about hurricanes…
Robin Hood Dividend Thief
You’ve probably heard of the Robin Hood story. He’s the one who takes from the rich and gives to the poor. That sounds great unless you are the one he is taking from!
Every Dollar is Not Created Equal
Take out a dollar bill from your wallet and look at it. Now take out a second dollar bill and look at it. They look pretty similar, don’t they? They spend at the grocery store the same.
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Renters & Squatters
Just the other days I was meeting with a CPA in my area reviewing our planning process. It’s inevitable that when I review our planning process called Simplicitree we get into investment strategies.
What You Need to Know About Social Security
Not too long-ago Lisa Wallace, the public affairs specialist from the Social Security office was on my radio show Simply Financial that airs each Saturday morning at 11:30 here in Charlotte on 102.5FM or 610AM.
The Six Blind Men and the Elephant
I imagine many of you have heard the story of the Blind Men and The Elephant. I believe it may have been the sixth grade or so when I was first introduced to it.
Paul Durso on WBTV: School Shopping Tips
The National Retail Federation says the average family will spend $684.79 in back to school shopping this year!