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07 Feb The Unintentional Splurge (And What to Do Next)
This whole thing started with a text from my friend. She told me that Rick Springfield is playing at the Concord Pavilion this summer, and isn’t he one of my bucket list artists? I have been a fan of him for such a long time,...
21 Aug Early Withdrawals from your IRAs
By now you’ve heard everyone encouraging you to save for your own retirement. Max out your contributions. Put money into a Traditional IRA or a Roth IRA and let the interest, dividends and gains compound over time and you’ll end up with a bunch of...
13 Sep Breaking Up with Debt
What is the Money Date? A weekly time to check in. 3 things we review and update: 1. Spending 2. Earning 3. Savings You’ve got an extra cash or disposable income in your budget and want to pay off some of your debts off. Breaking up...
03 Apr Calculating the Need for Life Insurance
For almost every financial plan we produce, we do a calculation on the need for life insurance. Why? Because most clients have someone depending on them for support. It’s also a question that the majority of our clients ask about the first time we’re engaged...
23 Feb Daily Juice – Why do you need insurance?
Welcome to the Daily Juice Show, where we discuss just one “ingredient” of the complex money topics you face. We are all familiar with outsourcing risk that we can’t pay for to insurance companies: home, auto, life, disability, health, etc. One important reason to buy...
25 Oct Daily Juice 093 – Holiday Gift Ideas- Monetary
Over the last few episodes, we talked about getting ready for holidays and finding ways to earn extra income. Now, let’s shift our focus on gift ideas for the variety of different budgets, provided we put our holiday spending plan together. In this episode, I...
