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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Personal Finance 101

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Articles tagged with: Personal Finance 101

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 …

The New Credit Card Problem: A College Education
May 14, 2012 – 8:25 am | No Comment
The New Credit Card Problem: A College Education

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 …

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 …

5 Ways To Save Money On Mother’s Day
May 7, 2012 – 1:36 pm | No Comment
5 Ways To Save Money On Mother’s Day

Mother’s Day is less than a week away and word on the street is that spending is up this year.    The National Retail Federal found consumers will spend 16.3 billion dollars on moms this year.    …

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 …

Your Kid Just Received A National Award and a $3000 Bill!
April 25, 2012 – 9:35 am | No Comment
Your Kid Just Received A National Award and a $3000 Bill!

I love my kids.   I really do.  Like any parent, you get excited when they get good grades, their sports teams do well, or they achieve something special that helps you feel like you are …

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 …

I Need A Budget! Where Do I Start?
April 18, 2012 – 12:20 pm | 2 Comments
I Need A Budget! Where Do I Start?

Whether you are 22 years old or 52 years old, you are truly the CEO of your family finances.   There are those of us that love to track, manage, and watch our monthly numbers, and …

Georgia Residents: Should You Buy A Car This Year or Next Year?
April 13, 2012 – 2:26 pm | 4 Comments
Georgia Residents: Should You Buy A Car This Year or Next Year?

Legislation passed a few weeks ago in the state of Georgia that may make you consider whether it is a good time to buy a car this year in 2012 or wait until after March …