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Don’t Avoid Family Conversations About Money
One of the first discussions a young couple may have when starting a family is about affordability. How will they pay for child care?...
Generational Differences in Handling Money
The baby boom generation is the demographic engine that has driven U.S. economic growth over the past 50 years. But now, as boomers work...
Five Things You Must Know Before You Buy That New Car
By Daniel Goodwin Are you in the market to upgrade your wheels? How do you know the salesperson won’t take you for a ride? Not all car...
Are You Eating Out Too Much?
By Daniel Goodwin If disposable income might be sneaking out the back door of your family finances, one of the causes could be between...
5 Ways To Cut Down On Your Cell Phone Bill
By Daniel Goodwin Many clients talk about how they have bills that continually increase year after year. Two of the main monthly costs...
4 Tips On How To Budget Your Next Vacation
By Daniel Goodwin A client retired a few years ago and is in the midst of publishing his own travel book; an individual with a true knack...
Doing A Wedding On A Budget
By Daniel Goodwin Will you marry me? That magical phrase is shared between two people in love every day whether it be on a baseball...
Managing Family Cash Flow Like a Business
By Daniel Goodwin While any credible business has financial statements, few families do. A company needs to be able to quickly view its...
Should I Refinance My Mortgage?
By Daniel Goodwin These past couple of years many clients have asked about whether or not they should refinance their mortgage. Rates...
Save Now For College
By Daniel Goodwin College costs out pace core inflation by a long shot and if you have children or grandchildren the sooner you start a...
A Realistic Approach to Long-Term Care
By Daniel Goodwin “An idealist believes the short run doesn’t count. A cynic believes the long run doesn’t matter. A realist believes...
A Budget Can Help Boost Your Family’s Savings
By Daniel Goodwin In difficult economic times, many young couples and families may find themselves wondering where their money goes....
Unmarried Couples: Treading the Tricky Waters of Pooled Finances
By Daniel Goodwin For a variety of reasons, many couples, regardless of age, may find themselves living together for a period of time as...
Why 2 Million Dollars May Make You Miserable
By Daniel Goodwin As I get deeper and deeper delving into the financial picture of clients in the 30’s, 40’s, and 50’s, the psychology...
3 Ways Credit Card Companies Can Trick You
When the Dodd-Frank Wall Street Reform and Consumer Protection Act was put into place, credit card holders were supposed to benefit from...
Smart Financial Moves After a Divorce
Divorce is one of those life events that may be one of the most difficult transitions any person has to make. Some of the divorces end up...
I JUST PAID $1000.00 FOR A GLASS OF ICED TEA
As I write this I am in Beaumont Texas sitting in a small booth at one of my favorite restaurants of all time, Pappadeaux’s. I had...
This material is for general information and education purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of nay investor.
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