Monthly Archives: January 2013

Class Discussion: Why a A Rainy Day Makes Sense

There probably isn’t anything less exciting to do with your money than putting it towards a “rainy day fund.”  Looking back to Principle 5: Stuff Happens, or the Importance of Liquidity, you can understand the importance of making sure that … Continue reading

Posted in Ch. 5, Cash Management | Tagged , , , | Leave a comment

Class Discussion: Mama June looks out for Honey Boo Boo

As you saw in Principle 9: Mind Games, Your Financial Personality, and Your Money, much of your approach to money is determined by your Financial Personality.  When some of us get money, it’s gone in no time – others have … Continue reading

Posted in Ch. 1, Financial Planning Process, Ch.11, Investment Basics, Ch.17, Estate Planning | Tagged , , , , , , , | Leave a comment

Personal Finance Update: Tax Changes 2013

Now that we’ve made it though the “cliff” and the “Mayan end of the world” scares, let’s take a look at what’s happened to taxes – and it’s been a lot. The payroll tax reduction has ended, new Medicare surtaxes … Continue reading

Posted in Ch. 4, Tax Planning, Ch. 9, Life and Health Insurance, Ch.11, Investment Basics, Ch.13, Investing In Stocks, Heads Up, Personal Finance In The News, Uncategorized | Tagged , , , , , , , , , , | Leave a comment