Sometimes things really work out. When that happens, people can find themselves way ahead of schedule on their financial plan. If this happens to you does it mean you should kick back and coast? Should you increase your spending or cut back on saving? Or should you continue spending, saving and investing as if nothing […]
Do You Really Need Credit Card Insurance?
Credit card insurance claims to make your credit card payments for you if you are unemployed or encounter some other financial hardship.. Many card companies push this coverage and pitch you on it when they send you your monthly statement. Is it a good deal? Let’s find out together. How Much Does Credit Card Payment […]
Find A CPA Now- Made Easy
Now is a fantastic time to find a new CPA if your current one is a dud. If you do this now, you won’t feel the pressure that the procrastinators feel who wait until February or March to do this. CPAs are easily available to interview now and the best news is it’s really not […]
How To Motivate Yourself To Solve Financial Problems
I have been reading a great (but hard to find) book called “The Search For Serenity” by Lewis F Presnall. In it, he has a chapter on self-pity which I found fascinating. It occurred to me that in the past when I had no motivation, it was indeed because I felt sorry for myself. I […]
How To Stop Medicating With Money
You might think that your emotional state of mind is more the subject matter for a therapist to discuss rather than a financial advisor but my experience tells me otherwise. Your feelings have a huge impact on how you spend, save and invest. Those activities in turn shape your financial future. Do your feelings have […]
How to Find Financial Planning Jobs – Ideas from a 25-Year Veteran
From time to time, people ask me how to become a financial advisor and then, how to find good jobs in the industry. Even if you aren’t interested in becoming an advisor, you might like to know how your advisor became one and got their job. How To Become An Advisor The truth is you […]