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Where Does It Go?

“I just can’t figure out where the money goes.  We should be doing well with our salaries, but we never seem to have anything left over at the end of the month.” My client’s frustration is shared by many other people I’ve worked with over the years, regardless of...

The Solution to Maintaining a Budget is Awareness

(from Carl Richards’ in the 4/25/2016 New York Times – click here for the original post. Carl Richards is a financial planner in Park City, Utah, and is the director of investor education at the BAM Alliance. His latest book is “The One-Page Financial Plan: A Simple...

Return 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 account that we used to pay common expenses.  We each contributed half...

The 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 we must admit it’s not always fun.  Today we’re talking about a...