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How to Choose a Financial Planner (or Financial Advisor)

Last updated: July 28, 2020
How to Choose a Financial Planner (or Financial Advisor)
There’s nothing better than self reliance and personal empowerment when it comes to financial planning. However, if you don’t yet have the confidence in yourself to manage your financial …
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Getting Things Done Review & Summary

Last updated: January 15, 2025
Getting Things Done Review & Summary
A Review of “Getting Things Done”, by David Allen I just finished Getting Things Done: The Art of Stress-Free Productivity, by David Allen. The book has sold millions of …
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8 Financial Mistakes that Lead to the Post-Grad Blues

Last updated: May 5, 2019
8 Financial Mistakes that Lead to the Post-Grad Blues
Student Finances: A Modern Day Tragedy My apologies for those of you I sucked in by invigorating memories of dried noodles and chicken-like scents – this post will not …
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ETF’s Versus Index Funds & the 5 Big Differences to Consider

Last updated: June 3, 2017
ETF’s Versus Index Funds & the 5 Big Differences to Consider
ETF’s or Index Funds: An Epic Battle ETF’s (exchanged traded funds) and index funds. The comparison between the two is kind of like deciding to pull over to a …
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The Elusive Self-Directed 401K Brokerage Option

Last updated: January 16, 2025
The Elusive Self-Directed 401K Brokerage Option
A few years ago, I was searching through the 401K section of my employer’s intranet and was shocked and delighted to find that employees are now offered a self-directed …
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5 Easy Steps to Eliminate your Junk Mail

Last updated: September 15, 2020
5 Easy Steps to Eliminate your Junk Mail
In a recent post, I covered how to organize mail and paperwork. What I didn’t highlight was how to eliminate all of that annoying junk mail from even arriving …
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A Complete Guide to Effectively Organizing your Paperwork & Mail

Last updated: December 30, 2013
A Complete Guide to Effectively Organizing your Paperwork & Mail
How to Organize Paperwork We’d all like to think that we’re at or near going paperless (and perhaps a few of us are). However, the truth is that most …
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10 Ways to Build, Improve, and Maintain your Credit Score

Last updated: October 28, 2018
10 Ways to Build, Improve, and Maintain your Credit Score
How to Improve your Credit Score Building, improving, and maintaining your credit score can seem like a daunting task, especially when you’re not particularly sure what the scores consist …
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