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 …

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.    …

What Beneficiary Designations mean and why they matter…
For most people, “estate planning” means drafting documents (such as a Last Will and Testament) that makes sure that your property is managed and distributed according to …

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 …

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 …

Are you one of those people that like to buy stuff all the time?    The kind of person who has a mild addiction to the internet like you were opening presents on Christmas day?   As …

Sometimes I wonder whether the internet is a good thing or a bad thing.   When it comes to making smart money moves, the internet has opened up a realm of possibilities making it easy for …

With the first big day of March Madness tomorrow, we all have our brackets filled out and ready to go with our Final Four picks.   This year is sure to be filled with some Cinderella …

St. Patrick’s Day is a holiday that is often filled with green beer, green bagels, and spending a little bit o’ green on having a good time.   The fact that it falls on a Saturday …

I wrote a few weeks ago in Your Smart Money Moves about how I found out through my research that the only people who can own or revenue share with a law firm are the …