The Week That Was

Earlier this summer, I blogged about a potential market correction, and it seems in recent weeks that correction has arrived.  Other recent blogs talking through the woes in Greece and potential struggles in China and other pockets of the world help go into more detail as to some of the precursors that led to this recent decline. While we know the stock market can be a rollercoaster, the last several days through Tuesday’s close have felt like one long downhill ride.  At one point just five minutes after Monday’s opening bell, the Dow Jones… [read more]
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Why I Don’t Want Tony Soprano as a Client

Earlier this month, I traveled to Washington D.C. with my husband and dog, Otis.  The Dimensional Fund Advisors conference was held Thursday and Friday and we stayed for the following few days to celebrate my birthday and see the city.  (See my Facebook page for the full “Otis goes to Washington” photo album.) During the conference, I spent the day taking in Dimensional’s philosophy, the research behind it and various ways to incorporate different strategies on behalf of our clients.  As I’m sure most of you have heard over the years, you can boil down… [read more]
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If You Don’t Know When or How Much You’ll Be Paid Next, Read This

(from Jesse Mecham’s 6/12/2015 YNAB Blog post – click here for the original post.  Jesse is the founder of YouNeedABudget.com, a budgeting software tool mentioned often in our blog posts and in meetings with clients and their families.  Read more about Jesse here or follow him on Twitter @jessemecham.) A Variable Income Makes Budgeting even MORE Critical Those people that have it “easy”—the ones that are paid the same exact amount every single month—they’d do well budgeting and following the YNAB Way. But for you, with your variable income, it is absolutely critical.… [read more]
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Last Minute College Planning

August is back to school time, and college tuition bills are due soon. If you’re writing tuition checks, you’re past the point of setting up a 529 savings plan, filling out the FAFSA , selecting a college, and applying for scholarships and financial aid. The reality of the remaining cost and the immediacy of the expense may be stressing you out. Life happens, and we aren’t always prepared the way we’d hoped. So what do you do now? Take Stock of your Resources. In a perfect world, you should have 3-6… [read more]
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