Key learning lessons from the late Thomas Stanley

When the authors of "The Millionaire next door" set out to create a composite of the modern American millionaire, they conducted their own survey of 1,000 high-net-worth individuals. At the time, Stanley was a professor of marketing at Georgia State University and Danko was Stanley’s former research assistant who would go on to become a marketing professor in his own right. What they found was that most millionaires shared seven key traits in common, all of which create a lifestyle “conducive to accumulating money,” they write Read more »

Money Saving Tips for the New Year

The beginning of a New Year usually marks the start of New Year’s resolutions, such as diets, living a healthier lifestyle and reducing stress. Saving more, spending less, reducing debt is typically ranked high on that list. And we would like to assist you to stay true to your “Money related resolutions” with a few tips, Apps, websites and strategies. The 6 Letter word: Budget Having a budget, should not feel like a visit to […] Read more »

Organizing your paperwork for tax season

How prepared are you to prepare your 1040? The earlier you compile and organize the relevant paperwork, the easier things may be for you (or the tax preparer working for you) this winter. Here are some tips to help you get ready: As a first step, look at your 2013 return. Unless your job, living situation or financial situation has changed notably since you last filed your taxes, chances are you will need the same […] Read more »

Which documents to keep?

As you get ready to ring in the New Year, ambitious to start with a “clean house”, you may be wondering, just what do with the piles of financial documents that have accumulated over the years. The ones, scattered all over the house – on the kitchen table, in the hall closet, in the basement. If this describes your financial “filing system”, you may have a tough time keeping tabs on your financial life. Organization […] Read more »

Thanksgiving 2014

On this Thanksgiving Day, we have much to be thankful for. We are deeply grateful for the wonderful relationships with our loyal clients over the years and we thank our newest clients for the confidence and trust they place in us. We are honored to be on your team and thank you for the opportunity to serve you. We also appreciate the professional relationships and the trust our partners place in us to assist with […] Read more »

Why women are prepared for financial success

Statistics don’t mean everything. Read enough about women and money online, and you will run across numbers indicating that women finish a distant second to men in saving and investing. Only 42% of women save a specific amount money each month for retirement, the State Farm Center for Women and Financial Services at the American College finds. Aon Hewitt says that the average 401(k) balance for a man at the end of 2012 was about […] Read more »

The Money Talk with our kids

When my now almost teenage daughter was in Kindergarten, she so desperately had to have a specific toy, that everyone else in her kindergarten class already owned. And you know how that goes. When your child is one of the last ones with that item, or gadget, you as the parent are in serious trouble. Children can rob our wallets as quickly as we earn the money. For children, the paper that represents money, really […] Read more »

Why women need to take charge of their finances

Many women are in charge of their financial lives, and proudly so. Some have become their own financial captains as a result of life events; others have always steered their own ships. Even so, there are too many women who are left out of financial decision making – some by their own choice.  That may be a mistake. Allowing a spouse or partner to handle financial affairs may predispose a woman to a lack of […] Read more »