And now for some good news. I read this year’s tax refund survey results from GoBankingRates.com, and according to their study most people plan to use their refund for either paying down debt or ratcheting up their savings. My financial planner brain says,...
How often have you found that you’ve already spent your annual raise without even thinking about it? It’s so common, most of the time we don’t even have to think about it, it just happens, and that’s the problem. I call this phenomenon paycheck creep. Remember...
Here are a list of the most-read blog posts from North Financial this year. Do you work with a full-time fiduciary? As a consumer it can be difficult to tell from marketing information or an advisor’s website if he or she is, in fact a fiduciary at all times when they...
I’ve been asked recently, “If there’s one simple thing I could do by the end of the year to put myself on a good financial footing for 2017, what would it be?” The answer is, you should track your net worth! Watch my recent video to learn more....
Some people spend a lifetime trying to solve their financial problems. But what if there was a way to get a head start on avoiding common issues? Dollar Stretcher, a website devoted to helping consumers live better for less, interviewed me, asking about some specific...
I was featured in the Washington Post this week (link at the end) in an article about millennial finances. The article digs in to why young professionals are anything but traditional. It also gives some great examples about how young people are using smart financial...
