What Should I Look for in a Financial Advisor?
Many consider engaging in the financial planning process, but never take that first step of exploring their options. It’s one of those very important, but not urgent issues that often get pushed to the...
View ArticleDecember Stress
Years ago, I began to dread the month of December. The holiday season had become a stressful period when my to-do list far exceeded the time I had to complete it. I constantly felt I was letting...
View ArticleIs Your “Check Nest Egg” Light On?
The first thing you need to know about me is that I know absolutely nothing about cars. Well, ok – I know how to drive a car, a stick shift at that, but for me a car is simply a way to get from A to...
View ArticleDrop that pen! When no-sign is better than co-sign.
If you have ever received a stack of paperwork from TAAG, you are familiar with the little red flag stickers we put next to the lines that require your signature. Before we put those documents in...
View ArticleThe Opposite of Spoiled
Dad, are we rich or poor? Ok, I’m a financial planner. I’m educated and equipped to handle most every area of personal finance. I help people every day with issues ranging from technical to...
View ArticleFinancial Balance – A Matter of Time
You’ll hear me and many planners say that we want people to enjoy today and prepare for tomorrow. It’s easy to see why both are important – focus too much on today and you won’t do things to secure...
View ArticleWhat About Your Care?
My husband and I recently spent the weekend with my parents, siblings and their families, celebrating my mom’s 78th birthday. We had a great time together, and mom told us more than once that having...
View ArticleThere Are No Secrets
When I was 25 years old my husband, Gregg, and I moved to Cincinnati with our baby daughter. Our first home was an apartment off the Fields-Ertel exit on I-71, and back then there was very little...
View ArticleSomething for Everyone
As I prepared for this week’s blog, I went back over a folder I keep of magazine clippings, conference notes and other ideas jotted down in chicken scratch (that may be an insult to chickens) and...
View ArticleThe End is Near
Growing up in the 70’s, it sometimes felt like we were living in the age of HORRIBLE THINGS THAT ARE ABOUT TO HAPPEN! Overpopulation of the planet was our first threat. Paul Ehrlich, a Stanford...
View ArticleTalking Money with your Honey
My husband and I talk about money all the time. It usually goes something like this “Did you pay that bill?” or “How much are we going to spend on Mom’s Christmas present?” or “Look at this new pair...
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Social Security – This is Your Life
As I mentioned in my last blog, I spent a few days last month in D.C. This was my third trip to the capital so I made it past the must-see attractions to some of the lesser known monuments. The FDR...
View ArticleMattresses & Shoes
Growing up, my family and I spent many a Sunday heading to church and then driving 70 miles north to visit my grandfather in Troy. Most visits meant Sunday brunch at either Perkins or Traditions...
View ArticleHappy Money
We’re rapidly approaching that time of year when we’re encouraged to eat, drink and be merry, spend money on things without thinking about it, and then roll into January with a debt hangover because...
View ArticleThings to be Thankful For
On Saturday my husband and I joined with other volunteers to help smaller churches and community organizations prepare for Thanksgiving and the coming cold weather. Our group worked at MEAC, an...
View ArticleDon’t Have a Perfect Holiday
I am one of those people who has a difficult time letting go of ‘perfect.’ As my time to write this blog approached, I was doing research on a variety of subjects that I thought might be good...
View ArticleHey – that’s mine!
One of my favorite people in the world is my cousin’s daughter, Charlotte. She turned 3 last month and her birthday party was a couple weeks ago. Like me, many of my friends are clinging tightly to...
View ArticleThe Art of the Deal
Usually when financial advisors talk about saving, we’re talking about the effort to put away money for the future. That kind of saving is paramount to the ongoing success of your financial plan, but...
View ArticleThe Trade Deficit? It’s Complicated…
In between arguments about building a wall and providing free college educations, the US trade deficit has been raised as proof that America is on the decline by both Trump and Bernie Sanders. In...
View ArticleReturn on Investigation
When my husband and I started merging our financial lives, we approached it in what seemed like a reasonable fashion. We each had separate accounts where our income would get deposited and a joint...
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