Four Things to Avoid in Hiring a Buy Side Advisor for Your Business

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I’ve been fortunate enough to be a part of a couple of offers for the company that I co-founded before eventually being bought out. As a result, I have seen both good and bad advisors for buy and sell side advisory … Continue reading...

Side Accounts: What Are They, How to Use Them, and a Psychological Trick

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We all need money, but there are degrees of desperation. --Anthony Burgess How many times has Christmas rolled around and seemingly sneaked up on you, catching you unawares, and unprepared for the present-buying … Continue reading...

Moving Costs You Didn’t Think About

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Tomorrow to fresh woods, and pastures new --John Milton   As you know, we recently moved from Virginia to Texas. Being the diligent financial planner that I am, I budgeted for the move, and we set aside money … Continue reading...

How to Make Personal Finance Stick – The Shower and the Shovel

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Why is it I always get my best ideas while shaving? --Albert Einstein We knew what to do. Debt was bad. No debt was good. Yet, we were socking away money in a 1% money market rather than paying off the 6% student … Continue reading...

What is a Health Insurance Deductible?

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A deductible is the amount of money that you or your family has to pay out of pocket before your insurance starts making payments on your behalf. This is a fairly universal concept in all types of insurances. A health … Continue reading...

How to Save for Retirement

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The quickest way to double your money is to fold it over and put it back in your pocket. --Will Rogers Once upon a time, saving for retirement meant working in the fields or in the village until you dropped over … Continue reading...

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