fbpx

Understanding Leases A Necessary Money Skill

Watch this video on YouTube “Some days adulting is a pain.” What parent of college-age children hasn’t heard something similar from their kids? The transition from kid to adult is a necessary process toward living a fulfilled and meaningful life, but...

Where Will Your Retirement Money Come From?

Watch this video on YouTube When you retire, where will your money come from? The list is fairly short: Social Security, a pension, working, your assets, children, or public assistance. According to an April 22, 2019 Bloomberg article by Suzanne Woolley, entitled...

The Good Deal Exemption Is No Joke

Watch this video on YouTube In the business of selling financial products, the “good deal exemption” may be one of the most widely used “rules” most people have never heard of. You can’t find it in any rule book or statute. Even Google has...

How to Explore Your Relationship With Money

Watch this video on YouTube Most of us would probably agree that money skills are 21st Century survival skills. The late financial futurist, Dick Wagner, CFP, contended that money is the most powerful secular force on the planet. Yet, even with all the importance we...

Seen Yearly, Retirement Medical Costs Not So Scary

Watch this video on YouTube Have you ever worried yourself into a frenzy over something, only to find out you were worrying about the wrong thing? For example, researchers say that Baby Boomers are more worried about being financially devastated by unexpected health...

Snowflakes, Money Scripts, and the Cost of Living

Watch this video on YouTube Suppose you earn $45,000 at a job in Rapid City, SD, and you learn that someone doing the same job in Redwood City, CA, earns $60,000. Your instant conclusion is likely to be that they enjoy a higher standard of living than you do. That...