I am sure you’ve heard of the monkey trapping technique where a hunter hollows a coconut, ties the coconut to a tree, and leaves a treat such as fruit inside the coconut. The hole is big enough to fit the monkey’s empty hand, but when it makes a fist, the monkey’s hand becomes too big…
You can find part 2 of Budgeting HERE When I was ten, we would visit our family friends in Michigan called “the five boys”, for obvious reasons. Being a ten-year-old looking for fun, their pig farm was perfect. We would arrive and clamber out of the car yearning for the green light from our parents….
In my previous blog post, I gave several examples of families caring for the elders in their lives. Today I want to look at a few of the many options available. I’ll cover traditional options like Senior Living and Continuing Care Retirement Communities along with lesser-known options like “Golden Girls” Shared Living, and even something new called…
I often overhear conversations of someone discussing how leasing a car is the most intelligent approach to having transportation. However, seconds later, I hear the audible scoff of the car buying group, as if buying a car is the best financial decision since Seward’s Folly. Luckily, we don’t like to pick sides. Instead, we let…
Every parent I know struggles with how to teach their kids about money. And even though I’m a financial planner, I’m no different. Below, I’ll walk you through how my wife and I are giving it our best shot. I’ll cover how we address saving, giving, investing and how allowances fit into it. As I…
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