We’re half way through 2008. It’s a great time to do a mid-year checkup of your financial situation. Here are a few of the topics that I like to revisit in the summer to make sure that we are on track!
1. Asset allocation rebalancing. Have you rebalanced your portfolio lately? With the decline in the [...]

Posted July 7, 2008 in Goals, Insurance, Investing, Organization, Savings | 8 Comments »

Ever since I can remember I’ve been a planner. Planning ahead has allowed us many rewards that we otherwise wouldn’t have gotten the opportunity for. Some of the successful planning tips we have used are:
Save for college before children are born. We opened 529 plans for our future children before they were born. Before we [...]

Posted May 6, 2008 in Goals | 9 Comments »

I recently discussed the five fundamentals of financial success which bases your financial foundation on preparation, planning and the relationship that money has with other aspects of your life.
It’s a great concept in theory, but let’s put it into action to see if it really works. Here is how we built our [...]

Posted April 8, 2008 in Goals | 5 Comments »

Financial success has little to do with money, stocks, bonds, asset allocation and retirement plans. Sure those matter, but let’s not confuse financial tools with the fundamentals. The foundation is based on preparation, planning and the relationship that money has with other aspects of your life.

Photography: sweet_chicago1
Five Financial Fundamentals
Set financial goals. What do you want [...]

Posted March 13, 2008 in Goals, Personal Development | 8 Comments »

photo credit: BigMcGuire
So you’ve got a debt? What’s the first step in getting rid of it? Let’s take a look at one of my hot-button items in our budget and work through it. In the fall we decided not to sell my car just yet. However, now that spring is almost here it’s time [...]

Posted February 24, 2008 in Debt, Goals, Our budget | 1 Comment »