I have never used TikTok, so I don’t understand the point of TikTok Challenges. However, I do see them on the news. Who decides which act of craziness becomes worthy of being a TikTok Challenge? It reminds me of fashion trends with back-to-school clothes. Who decides what brand will be the “it” style this year? …
-
September 10th, 2025
The Disability Challenge
-
June 30th, 2025
Summer Side Hustles
As spring turns to summer, many people begin looking for additional sources of income, which we call side hustles. I’ve never been a fan of that term. It feels like we are trying to scam our friends or we’re cheating on our fulltime job. I’m hoping this post will show up when you Google search…
-
May 31st, 2025
Red Flags for Elder Abuse
Apparently, May is Elder Care Month, so I thought it was a good time to discuss elder abuse. Did you know that financial planners can be trained to recognize when someone is experiencing elder abuse? One of my favorite continuing education webinars was presented by a former FBI agent. He identified different red flags that…
-
December 22nd, 2024
Hillbilly Bully Market
Hillbilly Elegy, by J.D. Vance, and Bully Market, by Jamie Fiore Higgins, are two wonderful books! In fact, they are so good they made me violate my no blog in December rule. Normally, that’s a little Christmas present I give myself. I enjoy writing, but coming up with new content each month can be stressful. …
-
November 28th, 2024
What can the election teach us about investing?
There is a motto among investors that shareholders “vote with their feet.” Remember when we buy stock, we own a piece of a company. That means we can vote on things like electing a board of directors. Most of today’s investors don’t care about voting on corporate stuff. We just want to buy a stock…
-
October 31st, 2024
A Little Reminder
Sometimes life provides little examples of the importance of financial planning. For me, the entire month of October was one of those financial planning reminders. Have you ever experienced an entire month that just sucked? Unfortunately, it can happen more often than we like to admit. Let me tell you a little story. On September…
-
September 30th, 2024
Your Money Your Vote
CNBC is my preferred news source, especially with it being an election year. I loathe politics, but I have to pay attention to it as a financial planner. I’m not really a fan of Donald Trump or Kamala Harris, but I would love to interview both candidates and open their eyes. CNBC’s political coverage called…
