If you're intimidated by the prospect of making a budget, you are not alone. My favorite thing to do for clients is to guide them through the crafting of an initial budget. There are two ways to look...

Getting started investing can be daunting, but it doesn't have to be. But what are the best strategies for maximizing returns while minimizing risk? The strategies that individual investors choose...

The dreaded "B" word... No matter how many people I talk to about personal finance, the budget seems to remain the most underrated topic to winning the money game. Although it may sound...

So my study guide for the SIE Exam arrived this week. I hope I picked a good one. This is the first step toward becoming a bona fide financial industries professional. What is the SIE Exam and...

So I was lecturing in my classroom when a student asked a question about how many people I thought actually did a budget. I said that I wasn't sure what the latest data was saying. About 5 years ago...

I'm back from a brief hiatus. Thanks for your understanding. I should be back on my Tuesday/Friday posting schedule unless I have more tech issues. Have a great weekend! And now on with the...