From the category archives:

Financial Safety

Why Start with the House?

I came up with the idea for “Start with the House” a few years ago after looking at financial profiles of several hundred home buyers and home owners.  I realized that people have a much greater chance of getting ahead financially when they ‘Start with the House”. What does it mean to Start with the [...]

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Asset Location

Many Financial Planners will talk about “Asset Allocation Strategies” as a way to safely grow your net worth.  Asset Allocation strategies sound pretty complicated to me, so I like to look at “Asset Location” first. What is Asset Location? Asset Location is having a plan for where you are going to locate your Assets – [...]

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The Importance of Saving Money

the most important factor about saving money is to start today.  Saving a little today will almost always give you more money than saving more money, but starting later. Consider this example, and ask yourself, who will end up with the most money at retirement? “Sarah the Saver” is a hard worker who understands the [...]

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Three Great Budgeting Tips

One, carry a pad of paper with you wherever you go and document every penny of your spending for 14 days. You’ll be amazed at how much money you’re spending on things you don’t need.  Two, carry cash and use it instead of credit cards. You’ll definitely spend less because you’ll physically see dollars coming [...]

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Reviewing your Homeowner’s Insurance Coverage

It’s easy to get your Homeowner’s Insurance when you buy a house, and then forget about it.  The following is a guest article from Nico Iannelli with Medallion Insurance Services, on the importance of regular insurance reviews: It’s Not Just Home Insurance  The largest purchase most people make is a home.  Surprisingly, given the importance [...]

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