Understanding the basics of money principles is always a great place to start making your life… Financially Simple.
March 5, 2019
We all have hopes and dreams for retirement — traveling, relaxing, playing golf every day. Personally, I see myself sitting on a beach after a morning of wetting a line (a.k.a. fishing)… basically enjoying the vacation life every day. However, unless you take necessary steps you simply won’t be able to retire to the full lifestyle they often picture in TV commercials and magazine ads.
February 19, 2019
Are investment brokers worth the fees they charge? Ask any investor this question and you likely receive one of the three very short responses: No, maybe, or yes. I will be the first to admit that I have asked myself this question on multiple occasions. Recently I was reviewing a prospective client’s investment account and asked, “Why is she even paying this person?”
February 14, 2019
Being a business owner often means needing capital, and sometimes you just don’t have the extra money you need. There are times you will want to turn to a traditional financial institution (i.e. a bank or credit union) for help, and there are times that may not be your best option. That’s where peer to peer lending (P2P) could come in. This alternative lending practice has been around for years but has risen in popularity over the last few. However, is it right for you and your business?
August 23, 2018
With today’s ever-advancing technology, tracking your finances has never been easier. No matter what route you’re hoping to take with your fiscal matters, there’s likely a website or app to help you get there. Here are my five top budgeting apps that can and will help you keep tabs on your money.
June 21, 2018
So you want to invest? AWESOME!! Maybe you have been reading a cool blog like mine or perhaps you had a friend tell you about this wonderful wealth building tool! Regardless, it will not be long before you question if you should buy individual stocks. With the bull market we are currently riding, there are many people that would tell you that it is a good idea. But is it really?
June 4, 2018
It’s great that you are getting a summer job! But when you’re anticipating getting that first paycheck you might be wondering to yourself “do I have to pay taxes at a summer job?” Even a part-timer like you is expected to pay the US Government their due. Yes, life is not always as Financially Simple as we would like. Here is some helpful info dealing with taxes for specific summer jobs: