Category Archives: Personal Finance

What does a Corporate Lawyer and the Genie from Aladdin Have in Common? Friday Trivia

What does a Corporate Lawyer and the Genie from Aladdin Have in Common? Friday Trivia

I had a really interesting conversation with a client the other day.  To give you a little background, I don’t know him personally (that is to say outside one or two conversations), he is 50 years old, successful, not ultra high worth successful but amazingly comfortable, couple kids, a wife and he wanted to map…Continue Reading

4 Common Money Mistakes to Avoid

4 Common Money Mistakes to Avoid

Whether you call it wasted money, flushing money down the toilet, or lost cash, the bottom line is that even simple money mistakes can compound and quickly drain your financial aspirations. Avoiding these all-too-common money mistakes will only enhance all aspects of your life, so put away any sense of shame and start changing your…Continue Reading

Setting Financial Objectives

Paying off any level of debt can be an incredibly hard task, especially when you don’t have any real direction or focus. When you are trying to save or pay off an amount of debt there always seems to be something that comes up that halts your progress at the last minute, just as you…Continue Reading

Do You Actually Know How Much Money You Spend Per Year?

As back office support for a financial planning firm sometimes I have to create cash flow projections for clients.  The projections can be as simple or as complicated as the financial planner needs/wants it to be.  Today, I had a very interesting discussion with a planner about a particular client and this is not the first…Continue Reading