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Save to Win (Lottery Tickets)!
Mon, 09/22/14 | 7 Comments
Save to Win (Lottery Tickets)!

Do you like playing the lottery?
Then you’ll LOVE turning your savings account in to a lottery ticket!
OK, that sounds worse than it is, but that’s the general concept behind Save to Win and other “prize …

Credit Cards Vs. Debit Cards: Why Millennials are Choosing the Wrong One
Mon, 09/15/14 | 38 Comments
Credit Cards Vs. Debit Cards: Why Millennials are Choosing the Wrong One

According to a Bankrate survey, 63% of millennials do not have a credit card, opting for debit cards or cash instead. This compares to 35% of adults over age 30.
What’s the deal? The survey didn’t …

Cash is NOT King for Millennials
Mon, 07/28/14 | 25 Comments
Cash is NOT King for Millennials

I’ve been reading a lot about millennial trends lately, and… the kids are not all right.
One of the more disturbing pieces shared the results from a recent survey of millennials on where they believe their …

Have Company Stock? Your Allocation to it Could be Dangerously High
Wed, 06/18/14 | 6 Comments
Have Company Stock? Your Allocation to it Could be Dangerously High

I’m fortunate to work for an employer that offers stock units to its employees. The number of units you could receive varies based on your job level and performance. Then, each year, a portion of …

Rebalancing Investments: Why, When, & How to Avoid High Fees
Tue, 05/27/14 | 7 Comments
Rebalancing Investments: Why, When, & How to Avoid High Fees

Getting over the fear of investing is a hurdle that everyone needs to surpass.
Once you make that leap, it really can be as simple as passively investing in a few different index funds or ETF’s …

Why I Love Vanguard & You Should Too
Mon, 05/12/14 | 16 Comments
Why I Love Vanguard & You Should Too

Vanguard recently wrapped up a cross-country tour that they dubbed “The At-Cost Café” to extoll the virtues of low cost investing – and quite appropriately – sell coffee at-cost ($0.26) to those who crossed their …


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