Insights

Insights2020-04-30T22:28:52+00:00

What to consider for Open Enrollment

Fall is open enrollment time for many companies and for some people, open enrollment is stressful.  Like most financial decisions, your choice of benefits should be based on your personal financial situation or your family’s financial situation.  I see people get tripped up every year when they listen to the [...]

By |October 21st, 2019|Categories: Benefits, Personal Finance|Tags: , |0 Comments

Learning from FIRE and financial freedom

I attended a great conference earlier this month where I had the opportunity to talk to a group of folks who are part of the FIRE movement.  FIRE stands for Financial Independence Retire Early.  We had some interesting discussions and I’ve thought a lot about those conversations since then. Many [...]

By |September 30th, 2019|Categories: Personal Finance, Uncategorized|Tags: |0 Comments

Paying for College – What you need to know

Most families won't have the funding set aside for the full cost of a 4 year degree when their students are ready for college. If you're like most families you will be looking for ways to pay for college without going broke. If your student is in high school it's [...]

By |September 9th, 2019|Categories: College, Events, Seminar|Tags: , , |0 Comments

Money lessons from Vegetables – Or How your garden is like a portfolio

There are lessons learned in the vegetable garden that you can apply to your investment portfolio. And lessons learned from investing that you can apply to your garden. The Joy of Gardening The Joy of Gardening I used to have a manager who said that gardening was simply a way [...]

By |August 15th, 2019|Categories: Gardening, Investing|Tags: , , , |0 Comments

What is the “Dow” and what does it mean to me?

Any investor who has listened to the morning radio or turned on a television during the week has heard the performance of the Dow Jones Industrial Average. The investing media pundits seem to go into a wild panic whenever it falls and rejoice whenever it rises. A popular question, though, [...]

By |June 5th, 2019|Categories: Investing|Tags: , |0 Comments

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