When Will the Federal Reserve Raise Interest Rates?
As the economy improves and the Federal Reserve (“Fed”) ends its quantitative easing program in October the next question for investors is when will the Fed raise rates? Which Factors…
Take Charge of your Finances
Company Credit Cards
I was recently quoted in a News & Observer article on how credit cards can be used effectively by small business owners and their employees. While I agree that company…
10 Quick Money Tips for the Young Professional / Recent College Graduate
1) Think long term. Where do you want your finances to be in 5, 10, or 40 years? If you constantly focus on what you want right now, then your…
Financial Planning’s Best Kept Secret!
Have you heard the City of Orlando’s recent advertisement on the radio where they emphasize the month of September as their best kept secret? At this point in the year…
Why Do We Bother Setting Goals?
Well it’s in our DNA. The fact is we live in an aspirational society where we are very interested in becoming better versions of ourselves. The numbers back this up. …
Defending the 401k
We have written extensively about the pitfalls of 401k investing, the high fees in some plans, and other details to be aware of. However, the fact is that 401k plans…
Did You ‘Set It and Forget It’… again?
Just get back from vacation? Planning a vacation soon? Know how you’re doing with your 2014 budget? I bet your last response is “No.” Now is most likely not the…
Lump Sum or Annuity? That is the Question.
The old defined benefit pension plan where your employer has made a pledge to contribute to your retirement in exchange for your hard work and loyalty is going the way…
On the Move
Many of us will temporarily move ourselves for a week to the beach, mountains, or any other vacation spot during summer months. In addition to these summer trips, many of…
Women and Risk
My grandmother loved to gamble. While she was a child of the depression and extremely frugal, she also loved putting a little money on bingo with friends, buying the occasional…
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We break down some of the most important questions we are asked on a regular basis.