Happy 33rd Birthday to Evan

Every year since I started this blog I created a little post on my birthday.   I always enjoy taking a moment to re-read these yearly as it reminds me how much life has changed. My 27th Birthday Post – Personal finance wise I listed my original debt and how much I had paid off… Continue Reading

November 2014 Net Worth Update

I had a shocking email from Mint this past month.  It alerted me to a credit card late penalty!  I was pissed I had missed this credit card when I created my debt tab which indirectly caused me to just ignore the card for the past two months.  Couple that with the fact that it… Continue Reading

To Save Money Sometimes All You Have to do is Ask

I have two annual bills that become payable each October, my Sirius satellite  radio and my American Express card.  Both of these bills are completely unnecessary.  I could easily go with out satellite radio, and while I really like my Amex card I am not willing to pay an annual fee for a credit card.  So every… Continue Reading

Why Hasn’t an Investment Firm or Insurance Company Created this Product?

After reading the twelfth article about how there is yet another generation woefully unprepared for retirement and how the 401(k) is a terrible product I started to think about what an investment firm or more likely in this case an insurance company can do to engage in my generation and the answer is so simple.… Continue Reading

Received an Update on One of my Most Influential Clients and it Kind of Bummed Me Out

I received an email today that took me back for a moment.  Almost exactly 2 years I wrote, “My 85 Year Old Client Has Provided More Inspiration Than She’ll Ever Know” wherein I highlighted an interaction with an elderly client.  I was taken back as it is always a moment of fear that a client may… Continue Reading