Month: February 2017


Boosting Savings: Auto-Save Challenge

In a previous post I briefly discussed money challenges and how people use them as extra motivators to either boost savings or pay down debt. Whether you’re saving for a vacation, a house or just want to improve your money management skills, you can never have too many tools or tricks at your disposal. This ...


Budgeting 101: Start, Stick, Succeed

Your budget is at the root of your financial success or failure. Having the right budget can be the determining factor in the outcome of your personal finances. Often times we hear about people who earn significant more than the median national income, yet they are struggling. These are the people who, regardless of what ...


Networking for the Introvert: Through Volunteer Work

Networking might sound like a cliche buzzword as much as it’s  thrown around, but in today’s world, you won’t survive without a strong network. Technology has managed to achieve making the world both big and small. Our interconnection has made the world a much smaller place since anyone can now reach out to anyone else ...


Home-buying Guide

  Buying a house is a significant financial and emotional investment. It takes maturity, both financial and mental. Unlike renting, you can’t escape an undesirable property with 30-60 days notice if you are dissatisfied. Here are some tips to make sure that you are prepared for a commitment of that magnitude. Here are 5 tips ...


Intuit & Personal Finance

Intuit which is a Financial Software company is the parent company of TurboTax, QuickBooks & Mint. I used TurboTax on and off for years and they just keep pulling me back. Their competitive advantage is in the details. The features are user friendly and very educational. As my taxes got increasingly more complicated, I stopped ...


Say NO to Tax Refunds

Can we kill the habit that low to moderate income people have of celebrating tax refunds? I think we are old enough to know that no one gives anything for free, not even the government, regardless of what some people on the certain end of the political spectrum like to claim. Yet, we get up ...


Are You Maximizing LinkedIn?

When I first heard of LinkedIn some years ago, someone explained it to me as the “Big kids’ Facebook”. That made me think of it as a social networking site for older people who have “adult” things to talk about. I promise that I don’t mean that in the XXX-rated sense. It did not take ...