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 tagged with: Generation X

Are My Withholdings For Taxes Correct?
May 16, 2012 – 9:59 am | One Comment
Are My Withholdings For Taxes Correct?

Since tax season has just passed, you are probably in one of two states of minds.   Either a) you love your CPA because you got a big refund, or b) you hate your CPA because …

Does Your 401(k) Offer An “In Service” Distribution?
May 11, 2012 – 2:47 pm | No Comment
Does Your 401(k) Offer An “In Service” Distribution?

For Generation X clients, the majority of their retirement savings are in the company 401(k).   While you do have a multitude of options of what you can do with your 401(k) if you leave your …

Please Slap My Hand When I Spend Money!
May 4, 2012 – 2:35 pm | No Comment
Please Slap My Hand When I Spend Money!

For Generation X, I’ve noticed something over the past couple of years around money that seems to becoming a trend.    Even though you are college educated (maybe an MBA), have a great job as a …

5 Things You Won’t Hear At The College Graduation Commencement Speech
April 30, 2012 – 11:14 am | One Comment
5 Things You Won’t Hear At The College Graduation Commencement Speech

It’s been over 20 years since I heard my college graduation commencement speech.  I can’t say I remember very much of it except that it was like hearing some sort of State Of The Union …

Personal Finance 101: Generation X – You Just Turned 40: Last Time To Get Life Insurance?
April 23, 2012 – 11:07 am | One Comment
Personal Finance 101: Generation X – You Just Turned 40: Last Time To Get Life Insurance?

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 …

5 Ways To Cut Down Your Cell Phone Bill
April 3, 2012 – 8:31 am | 2 Comments
5 Ways To Cut Down Your Cell Phone Bill

Many of the clients I sit down with tell me how their basic bills continue to rise year over year.   Two of the main monthly costs that keep going up and up for many families …

Top Five Places In Atlanta To Get A Burger
February 24, 2012 – 4:25 pm | 2 Comments
Top Five Places In Atlanta To Get A Burger

You never pass up a good burger with a side of fries.    Here are five of my top places to grab a burger in Atlanta.
1.) Flip Burger Boutique -   The first time I ate …

26 Billion More Down The Drain
February 15, 2012 – 11:24 am | No Comment
26 Billion More Down The Drain

It’s official. After months of challenging negotiations, government authorities announced last Thursday that they reached a $26 billion settlement with five of the nation’s biggest banks over their flawed and fraudulent foreclosure practices. The goal …

Top 10 Unusual Scholarships
February 10, 2012 – 10:48 am | No Comment
Top 10 Unusual Scholarships

It’s that time of year where parents and students alike are searching for the millions of dollars of potential scholarships, grants, and financial aid that can be found to hedge against the cost of the …

5 Tax Mistakes Business Owners Make
February 1, 2012 – 2:14 pm | 3 Comments
5 Tax Mistakes Business Owners Make

Part of putting together an effective tax management strategy is gaining an understanding of what you can and cannot deduct from your tax return.   I see business owners that make mistakes every single day.  Every …