This might be an easier question to answer than “what is new in DC?” It feels a bit like drinking from a fire hose, so we thought it might be beneficial to zero in on some things that are important to the families we serve. #1…Which, by the way, is my favorite! The on again,…
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While looking for some entertaining statistics on how much exercise equipment is bought in January, I found out why Presidents Day sales are so good. It falls in line with all the returns made on the New Years Resolution items from January. In one way or another this rings true for all of us. I…
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Kids these days! How many times have you heard…or even said this? Parents these days! Yes, your children will be saying this someday, if they aren’t already. There is an ongoing disconnect between generations and the way they think about a lot of things, including money. This is evident in any family, so the good…
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Inflation has been a beast on the ole’ pocketbook. In the 4th quarter of 2023, household debt reached 17.5 trillion dollars with credit card debt – an increase of 50 billion dollars within that same quarter. This translates to Americans spending more with less capability to pay their debt. All while most of these same…
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Your financial health is akin to your physical health—there are two ways you can go about managing it. Most people wait until something isn’t quite right or something needs attention. Then they try some medicine, go the doctor, or make changes to their lifestyle. The second path is one much less traveled: the preventative route. …
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Across most of the world, our American work ethic is perceived as crazy. There was an article in Business Insider called, 11 American Work Habits Other Countries Avoid at All Costs.1. It named these: Crazy long hours Very little vacation time Not enough family leave Americans eat at their desk Breaks during the day are…
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Over the weekend, I read commentary around a new book by a gentleman named Bill Perkins. The book is called “Die with Zero,” and the premises is just that—you don’t get to take it with you, so you need to enjoy it and attain fulfillment. This fulfillment, Perkins states, may include giving money to your…
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Did you know as of 2023 there are over 1.13 billion websites on the internet?1 In 1996, there were only around 100,000. At what point, is there too much information out there? Have you ever tried to self-diagnose a few health symptoms? After Googling for a while, you might just learn you only have a…
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Earlier this year, we shared a parable about a giant ship engine that quit working. Countless hours and money were spent hiring experts to do the job. No one could get it working. Then, along came an old man who had been working on ship engines since he was a child. He inspected the engine…
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The August 2008 Money Magazine offered up an article of several successful individuals talking about the smartest financial advice they have ever received. Billionaire and CEO of Virgin records, Richard Branson shared a story about his lack of knowledge in the financial realm and being humble about what you don’t know. Have you ever noticed…
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