Many of us, especially those who have kids, have braved the crazy lines and ridiculous mall traffic to find that “amazing” deal on a cabbage patch kid, TV, computer or other must have for Christmas item. I’m not sure of this year’s “must have” item is but I am sure it is made of plastic and the kids will be done playing with it by January 8th.
As Thanksgiving quickly descends upon us and the holiday hustle takes its place I wanted to spend a moment reflecting on the meaning of Thanksgiving.
Are you or a loved one thinking about popping the question?
The holidays are a popular time for engagements. Marriage is a wonderful thing that has many challenges, opportunities, and exciting moments. One of the challenges is MONEY! This is not a post about money mistakes to avoid. This is a column about advice I wish I had received because it would have reduced or eliminated roughly 93% of the arguments in my marriage. So before you go and “Pop” the question consider these 7 things.
I give every new client a copy of Jim Stovall’s book The Ultimate Gift. I find it to be a wonderful reminder about what success truly is and how to properly value wealth.
We are coming up on the time of year where people begin to evaluate their relationships and potentially consider alternatives. Before you engage a new advisor consider using these 6 questions in your evaluation process.
I spend a lot of time planning for the “what if” with clients. “What if” the market has an 08-like correction? “What if” I want to retire at 65? “What if” my child gets into their dream school? “What if” I die tomorrow?
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