The New Credit Card Problem: A College Education
May 14, 2012 – 8:25 am | Add A Comment

Amidst the many financial and economic discussions happening around the United States, there is a serious issue lurking right around the corner.   Although mortgage rates are around their all time low and consumer borrowing appears …

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Articles in Gen X & Y Financial Advice

It’s Un-American
October 25, 2011 – 9:42 am | One Comment
It’s Un-American

Since I write mostly on financial advice, investment, tax, and insurance products, from time to time I like to just have a chance to rant.   Really, just to share some observations about life or what …

How To Lower Your 2011 Income Taxes
October 19, 2011 – 12:38 pm | No Comment
How To Lower Your 2011 Income Taxes

The color of the trees  are changing during the beautiful fall season, and that also means it’s time to begin thinking about strategies for minimizing your 2011 income taxes before the year has come to …

Personal Finance 101: Generation X Series – A Vacation Or College Education
October 17, 2011 – 12:24 pm | One Comment
Personal Finance 101: Generation X Series – A Vacation Or College Education

Generation X is classically defined at people born between the years 1965 and 1979.    Pretty much those of you in your early 30’s to the mid 40’s.  However, having given personal financial advice to thousands …

Use Your 401(K) For Mortgage Payments?
October 14, 2011 – 11:15 am | No Comment
Use Your 401(K) For Mortgage Payments?

If it wasn’t already clear that most politicians don’t have the foggiest idea about how to set up decisions that are financially responsible, the state of Georgia recently had an act proposed that shows how …

5 Reasons You Aren’t Rich . . . Yet
October 11, 2011 – 10:11 am | No Comment
5 Reasons You Aren’t Rich . . . Yet

Everybody at some point of their life has that dream of having enough money to do whatever they want whenever they want irrespective of cost.   Well, even if you do think about cost, that idea …

Personal Finance 101- Generation X Series- You Won’t Make Hay Forever
October 10, 2011 – 9:11 am | No Comment
Personal Finance 101- Generation X Series- You Won’t Make Hay Forever

Generation X is classically defined at people born between the years 1965 and 1979.    Pretty much those of you in your early 30’s to the mid 40’s.  However, having given personal financial advice to thousands …

Personal Finance 101: Generation X Series – 5 Big Mistakes Gen X’ers Make With Their Money
October 4, 2011 – 11:37 am | No Comment
Personal Finance 101: Generation X Series – 5 Big Mistakes Gen X’ers Make With Their Money

Generation X is classically defined at people born between the years 1965 and 1979.    Pretty much those of you in your early 30’s to the mid 40’s.  However, having given personal financial advice to thousands …

What financial moves to make if you are recently widowed?
September 30, 2011 – 12:24 pm | One Comment
What financial moves to make if you are recently widowed?

When my father passed away many years ago, I remember how traumatic life can be for the person left picking up the pieces.   My mom was a schoolteacher, and she didn’t spend very much time …

Is It Time To Trigger Your Stock Options?
September 28, 2011 – 9:38 am | No Comment
Is It Time To Trigger Your Stock Options?

I worked for a Fortune 100 company for over 15 years.   When you rise through the ranks of management at a large company, they generally stop talking to you about salary and instead use the …

Is An Equity Indexed Annuity A Good Idea?
September 23, 2011 – 8:34 am | 3 Comments
Is An Equity Indexed Annuity A Good Idea?

With all of the ups and downs in the stock market, many investors have been asking this question, “Is there a way to make money in the stock market and still have a way not …