Creating a Personal Disaster Plan for Your Home, Your Loved Ones and Your Finances The idea of a personal disaster plan began circulating in the days after the September 11, 2001 attacks. They got a boost after Hurricane Katrina. Yet even when we experience a fortunate break between natural and man-made crises, it’s still a […]
Archive | General Planning
The Top 5 Things You Need to Teach Kids About Money
The Top 5 Things You Need to Teach Kids About Money What if there was mandatory money instruction for every child in America from kindergarten on up and every adult was required to take an annual test confirming those concepts well into their senior years? It’s a nice fantasy. But in reality, the first money […]
Top 5 Money Decisions to make in Divorce
Top 5 Money Decisions to make in Divorce The money decisions you make in the first weeks of a marital separation can affect your financial security for the rest of your life. And at a time of maximum emotional stress, the right decisions about money can be hard to come by on your own – […]
Five Steps to Take When a Collector Comes Calling for a Debt You Don’t Owe
BBB-WMI September 2010 Consumer Article #3 Five Steps to Take When a Collector Comes Calling for a Debt You Don’t Owe If a debt collector is contacting you about a debt you know you don’t owe, explaining your case can be an uphill battle. Whether it’s a matter of mistaken identity, an honest […]
Keeping Your Credit Score Healthy
Keeping Your Credit Score Healthy It doesn’t take much these days to damage a credit score. Before the recession, late payments and blasting through credit limits would take its toll. But in the past year, Fair Isaac, the company that developed the algorithm that is the leading determinant of our scores, made an important change […]
A Midyear Financial Checkup Can Make For a Smarter Second Half
A Midyear Financial Checkup Can Make For a Smarter Second Half This is not the time of year when everyone wants to stay indoors with their finances. But a midyear review of your tax situation, retirement and spending issues can be far more valuable than the rushed attempt most people make at the end of […]
Piedmont REIT Opens public trading
In a good news bad news scenario the Piedmont REIT opened trading today well below most of my clients cost basis but after opening it moved up about 7.6% The IPO price was $14.50 per share and the shares of PDM ended the day at $15.60 Below are links to an article and a press […]
