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  • December 2016
  • Your 2017 Money Checklist

    Wouldn’t it help you to feel in control of your finances if you started 2017 with a plan for being fiscally organized? This year, instead of allowing the financial winds to take you where they may, plan out your year with a money checklist.

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  • Lost Inheritance and Sudden Wealth Syndrome

    A 2,000-year-old Chinese proverb “Shirtsleeves to shirtsleeves in three generations” still holds up today. It intimates that the first generation works hard to create a fortune; the second generation spends the fortune foolishly; and, the third generation squanders what remains. According to the Boston College Center for Retirement Research, two-thirds of baby boomers will inherit […]

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  • How to Use Discipline This Holiday Season When Credit Card Use Is On the Rise

    Seven years after the Great Recession came to an end, consumer credit card use is on the rise. Americans didn’t rush to become saddled with debt again, but they’ve slowly made their way back. As of the second quarter of 2016, Americans’ household debt skyrocketed by $35 billion to just over $12 trillion, primarily driven by […]

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