Category: Planning

  • An Apple A Day…

    You have heard the phrase that “an apple a day, keeps the doctor away” or something like that.  Most of us are not real keen on the idea of going to the doctor (some I have seen live for those times) and will do anything to avoid the poking, prodding, shots and lectures that our…

  • Is Your Graduate Ready?

    Time has really flown by and your kindergartner is now graduating from high school – maybe even college.  Where has the time gone?  The last time you checked, you were walking them to the bus stop and now they are walking down the aisle to receive their diploma or degree.  They have been successful in…

  • The Wedding Season

    This past weekend I attended Brad and Mav’s wedding.  It was a great wedding and great food at the reception (my favorite part).  While their wedding was a beautiful thing to them, it made me begin to think of the cost today to pay for a wedding.  Being a financial coach, money is something that…

  • You Need This Free Software Program

    It is rarely that I recommend software and even more rare that the software I would recommended is free.  However, I came across this program yesterday that everyone needs to download, install and USE!! When working with clients, I ask them to quantify their household possessions.  Most have no idea what they have nor what…

  • Thanks for the Wakeup Call

    This morning I did something good.  As my wife came in the kitchen, I asked her if I could make her the same wondeful money saving breakfast that I was having.  She tried, politely, to say she appreciated the offer and then kindly pointed out why she was turning down the offer. She went on…

  • What to Keep, What to Pitch

    There have been times when I have been accused of being a pack-rat.  Honestly, sometimes the accusations have been true.  However, when it comes to financial paperwork many of you may have a similar problem.  It is very easy to hoard more than we should and sometimes even easier to just pitch it out. What…