Category Archives: Education

  • Two alternatives to traditional life insurance

    June,18,2019

    In my last two articles about life insurance and critical illness insurance, I said that they are often underappreciated financial tools that can help a family in a time of tragedy.  This month, I will take a closer look at…Continue Reading

  • Investing: Volatility, emotions, and the odds

    January,18,2019

    After over 2 years of straight up growth, the markets have returned to more normal periods of volatility.  While these are a regular and expected part of market activity, it never feels good to experience them.  It is our feelings…Continue Reading

  • Fundamentals simplify investing

    December,20,2018

    Saving and investing can seem complicated and this often leads to a paralysis of action.  There is so much information, it can be hard to determine what is right for you.  Faced with too much to process, it is easier…Continue Reading

  • How to proactively stop stress from influencing your financial decisions

    June,27,2018

    The past few months I have written about the link between stress, health, and finances. I would like to continue the discussion by focusing on how stress can impact your financial decisions and discuss some strategies to help mitigate the…Continue Reading

  • Your finances can affect your health

    April,30,2018

    Money issues can cause stress. To anyone who has had trouble making ends meet, that may be an understatement. Thinking about financial issues can easily overwhelm your daily life affecting your relationships, your performance at work, your self esteem, and…Continue Reading

  • Are you protecting your “SELF” from theft?

    April,1,2018

    As more and more of our everyday lives happen online, we are becoming more vulnerable to identity theft – the acquiring and collecting of personal information for criminal purposes. In fact, it looks like there were more instances of identity…Continue Reading

  • 5 tips for financial success

    February,23,2018

    The last 3 months I have talked about 3 basic elements of your financial life that can either cause great stress and worry or form a solid foundation to the rest of your life: cash flow & budget, saving, and…Continue Reading

  • What kind of debt do you have?

    January,30,2018

    In November, I talked about how your cash flow forms the basis of your finances and in December I explored some simple savings strategies. This month, now that the holiday bills are here, I would like to briefly explore the…Continue Reading

  • Simple savings strategies

    December,20,2017

    Last month I talked about the importance of managing your cash flow and how it forms the basis of a solid financial foundation – and reduce stress.  This month, I want to talk about a few simple savings strategies to…Continue Reading

  • A solid foundation to your (Financial) life

    November,24,2017

    Often overlooked, a healthy cash flow is the foundation of a healthy financial life.  I believe one of the major reasons why people don’t monitor their cash flow more closely is the time it takes.  While there are certainly more…Continue Reading