Tags » Personal Finance 2

Determining How Much Money Will You Need to Fund Your Retirement

This is the first in a series of posts for an online class on how to use your investments to fund your retirement.  To find other posts in the series, select the category  “Retirement Investment Class” under “Retirement Investing” at the top.  924 more words


Managing Your Money in Retirement

This afternoon I got into a conversation with a friend about money management in retirement.  He has the opportunity to take a pension as an annuity, or to take a lump sum and invest it himself and was wondering about which path was better.  1,358 more words


2017 Lessons Learned

A lot happened this year and I’m grateful for it all.  I de-cluttered my life, added a property to my portfolio, changed jobs and made moves that will set me up for long term success. 717 more words

Financial Independence

I Put 10% Towards My 401K and Lived to Tell the Story

You know the salty feeling you get when you feel like everything in this world is cutting your take home pay to the bones? It’s awful. 671 more words

Financial Independence

I Just Wanna Talk About HSAs Again...because seriously

Open enrollment is upon us! For most, it goes by without any change made to their health insurance coverage. Some people don’t even bother to look at what’s available. 579 more words

Financial Independence

Energy Management

October was busy but productive. In addition to my full time job and classes, I was also working hard to get my property off the market as well as assisting a client in buying an investment property.   487 more words

Personal Finance

An Open Letter to Tony Robbins: You’re Not Helping

Dear Tony,

I am on a flight to San Diego where I will be joined by over 1,500 of my colleagues for a broker-dealer’s national conference. 1,564 more words