personal finance

5 shopping tips for Amazon Prime Day

Amazon Prime Day just kicked off at 9pm EST so I thought I'd write you a few quick tips to take advantage of the deals ahead. Prime Day is Amazon's annual, summer version of Cyber Monday. Like any sale, you still have to be a smart shopper because they are trying to get you to impulse buy and just because they claim it's 50% off, it probably isn't anywhere near that great a deal. Last Prime Day, buying guide site The Wirecutter scanned nearly 8,000 advertised deals and found only 64 worth buying. Yikes!

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What Financial Health Means to Me #FinHealthMatters

We all “get” physical health.  There are 15 gyms within a 2-mile radius of my house.  Even the bag of corn chips on my desk is trying to convince me that it's healthy — natural, organic, non-GMO.  But we know better.  We know that we need to exercise regularly and should forego the chips for an organic apple.  On the other hand, financial health is often the neglected step-child to physical health, mental health, and spiritual health.  In my nearly two-decades working with clients as an investment adviser, I know that even the fittest crossfitter needs to address and nourish her financial health in order to achieve balanced, good systemic health. 

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3 essential financial tips for recent college graduates

It is that time of year where college graduates enter a new phase of their lives. Yes that is me from 20 years ago after earning my Bachelor of Science in Business Administration from the University of Richmond. I can't believe that so much time has passed but I thought I would share 3 financial tips for recent college graduates because most people learn little to nothing about it in school — which is pretty crazy to think that our kids aren't taught crucial life skills like finance but I will leave that topic to another day. Let's dive right in.

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3 Unique and Unusual Tips to be Financially Fit in 2015

Today is December 31st again. My daughter is repeating everything I say, I'm finding more gray hair and the wonderful holiday treats are making my pants tighter and tighter. It must be time to make some New Year's resolutions so we can get our lives back on track. Whenever you read articles on becoming financially fit, you read about budgets, planning, monitoring and other boring crap. Worry not, I won't mention any of these terms. I promise. So here are 3 unique and unusual tips to be financially fit in 2015!

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New Year’s Resolution: 3 Easy Tips to Be Financially Fit in 2014

New Year's Resolution

“Ring out the old, ring in the new,

Ring, happy bells, across the snow:

The year is going, let him go;

Ring out the false, ring in the true.”

― Alfred Tennyson

It's that time of year to make a promise to yourself to start doing something good or stop doing something bad on the first day of the year. Nearly 50% of Americans regularly make New Year’s Resolutions; and according to the Fidelity 2014 New Year Financial Resolutions Study, an all-time high 54% of Americans say they are considering resolutions regarding their finances. Here are three simple tips to help keep you financially fit in 2014.

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