Last December, I wrote “When Coffee is Life” to explain why I am obsessed with my favorite drink. And in 2019, I’ve noticed the caffeine conversation growing on a national scale. Almost everywhere I’d turn, *coffee.* Someone left a Starbucks cup on the set of Game of Thrones? Wild. Luckin, the Starbucks of China, went[…]
Before diving into this week’s post, let me start by saying how honored I am to have you reading our blog. Even if this is your first time visiting, we’re thrilled you are here with us. A little more than a year ago, I broke away from my partnership at a traditional wealth management practice[…]
The holidays can be a wonderful joyous time or a very stressful time. For many the stress of the holidays comes from shopping for gifts for loved ones. According to a GoBankingRates survey, about 57% of people plan to spending one full paycheck on the holidays. That’s an average of $1,908 for someone paid every[…]
Did you know that this week is National Retirement Security Week? Now before you go all whatever, Douglas, I’ve got this, let’s take a short quiz: How much do you have saved for retirement? How are you saving it? Is it in a 401(k), IRA, Roth IRA, SEP, SIMPLE IRA? Do you even know what[…]
For some it’s because they can’t find a job, for others it’s to try to pay down debt and save more money. No matter the reason, many Millennials are moving back home. We’ve talked about the Millennial financial situation before so this shouldn’t be a surprise. Many Millennials are boomerang kids, meaning that they move[…]
How many times have you clicked on that article online that started with “Top 5 Ways..” or “Quick tips to..”? Probably a lot. We work hard on many things in our lives, but sometimes we all want a shortcut. Just like there is no miracle juice drink or 5 minute workout that will get you[…]
As we enter week three of the new year (I know, crazy!), I need to ask you a really tough, and personal question. How long have you been using the same credit card? Take a moment and think hard about it, I’ll wait. While you contemplate, let me drop some knowledge. A new survey found[…]