3 Money Lessons I Missed in High School
June 22, 2012
[I’ve shared my money story from childhood but of course everyone’s exposure to and experience with personal finance topics is different when growing up. Today Matt Geer looks back on his teenage years and shares some things he feels like he missed out on]. I’ve learned a lot of lessons the hard way. Unfortunately for […]
The Dangers of a Formula Based Life
June 13, 2012
A formula-based life is something that most of us live to some degree. Basically, important actions and decisions are guided by a specific formula that’s expected to produce specific results. A Familiar Formula For example, one common formula many of us have or will follow has to do with our career. The formula says – Get […]
3 Surprising Corporate Credit Card Lessons
May 31, 2012
I resisted opening a corporate credit card for years in fear of what it would mean for my credit score. I also preferred to charge things on my personal credit card and earn cash back on the spending. However this Spring I paid for two conferences and the only guaranteed way to get reimbursed was to put […]
How to Create a Budget in Under 10 Minutes a Day
May 17, 2012
One of the biggest reasons people don’t have a budget is because of time constraints. Especially when it comes to starting your budget, gathering all of the information you need and picking a budgeting program or designing your own budget spreadsheet can be time consuming. Luckily, a budget doesn’t need to be very complicated to […]
Why Your Investments Care if You Use a Broker vs Fiduciary
May 15, 2012
[I know advisors at Registered Investment Adivsors (RIA) firms who frequently emphasize the difference between what they do as a fiduciary and the role that brokers fill – and what that distinction means for you as investor. Jeremy Brenn’s firm is a RIA and today I’ve asked him to explain why your kid’s college fund […]
Build Your Dream Fund for Your Next Big Idea
May 11, 2012
If you think you’ll never have a million dollar idea, watch Shark Tank on Friday nights and you might change your mind. I think I relate the most to the parents of little kids who come up with cool business ideas inspired by their children. On Shark Tank, current or aspiring entrepreneurs present their products to a […]
5 Ways to Get Costco Membership Discounts
April 21, 2012
Costco Membership Discounts 2012 Costco membership certainly has rewards, such as discounts & deals on your purchases and cashback with the TrueEarnings Card; but access to these benefits does require an annual fee. Fortunately there are Costo membership discounts and promotions where you can save money on the fee, with the right offer or coupon code you […]
4 Productivity Mistakes You Might Be Making Too
April 19, 2012
I’ve been a case study for what not to do in terms of productivity over the last several months. Today I’ll share my mistakes so you can try and avoid them. 1) Spreading Your Focus Too Thin If you want to cross things off your list, it’s best to remain focused on the top item […]
TurboTax vs H&R Block at Home Feedback
April 18, 2012
Now that the tax deadline has passed and you’ve all (hopefully) paid your taxes, I wanted to share some feedback from a reader who won one of the tax prep software giveaways. One giveaway was for access to TurboTax online and the other was for H&R Block at Home (formerly named TaxCut). Joe was one […]
Las Vegas on a Payment Plan
April 9, 2012
Las Vegas can be an expensive place to visit, especially when you go for a big event like a bachelor party. I was there with a bunch of good friends last weekend and although bringing together a big group like that can be a big and expensive task you can make it a success with […]
