Tag Archive for: Families & Newlyweds

The Towel Over the Treadmill Approach
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The “Towel Over the Treadmill” Approach

https://www.youtube.com/watch?v=Lfawd_krr_E In the book Thinking, Fast and Slow  author Daniel Kahneman famously describes how people are generally loss averse when it comes to money decisions: “Losses loom larger than gains.  The…
5 Investing Principles
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Back to Basics – 5 Investing Principles

https://www.youtube.com/watch?v=BnjtzOVuQoU If January taught us anything, it was that 2013 was truly an exceptional year for the equity market averages. Falling uncertainty, solid corporate earnings, and a rebounding economy all contributed…
New Baby Checklist

The New Baby Financial Checklist

https://www.youtube.com/watch?v=tZPHWXuqJqc Congratulations, you are expecting an addition to your family! I have just one word for you – Ka-ching! Babies are expensive – we had 4 of them so I know this first hand. Here are some must-do…
Financial Advice for Newlyweds
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Financial Tips for Newlyweds

https://www.youtube.com/watch?v=0nuO7lQgY_s As another summer wedding season comes to a close, many new couples will, for the first time, learn financial responsibility for two. So whether you’re a young couple tying the knot or you found…
8 Best Financial Apps
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The 8 Best Financial Apps for Money-Conscious People

https://www.youtube.com/watch?v=dZUs-7kE_00 You’d be hard-pressed to find someone without a smartphone or tablet these days. Companies like Apple and Samsung have redefined how we communicate, what we rely on, and our ability to access information.…
8 Best Financial Apps
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4 Financial Tips to Teach Your Kids

https://www.youtube.com/watch?v=6T6hP9HSsmM When I meet someone with good money habits it’s usually because they have someone important in their life, a family member or friend, who took the time to share their financial values and experience.…