What to do After Winning the Lottery July 17th was National Lottery Day. So, did you play? Let’s imagine you winning the lottery! Congratulations! What’s the first thing you should do? If your answer was, post it on Facebook, you would be wrong. The best thing to do is to remain anonymous, if possible. Currently …
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We all know the basic benefits of a credit card—allowing you to pay for things over time and building your credit, and you might even be familiar with rewards such as cash back, miles, or points, as I talked about in last week’s blog. That said, I recently opened a business credit card and was …
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Gen Y & Z are seemingly obsessed with “hacks”. I know my 12-year-old son is always talking to me about various “life hacks” that he sees on TikTok. But one of the original life hacks is using credit cards for travel hacking—basically, using credit cards to the fullest to try to get things like free …
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Am I too conservative for Investing? The market has been somewhat volatile this year and some of my clients have expressed fear that the markets are “too high” and they should get out until this is over. My question to them is—how do you know when it’s over? It’s very tempting to want to play …
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Chasing interest on your cash is a tough thing to do, especially right now with interest rates being so low. Several years ago, before the financial crisis of 2008-2009, I held funds in what were called “demand notes.” Demand notes, a type of money market fund, paid a higher interest rate than a typical savings …
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Today’s post is a guest blog post from Kim Waldman, who is our Chief Operating Officer at Stephens Wealth Management Group. So, you want to make the most of your financial review meeting, but you aren’t sure how? I totally understand and was in that place myself just a few years back. Following are a …
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If you are in a relationship, are you on the same page when it comes to finance? No?…read on! I recently watched an old episode of How I Met Your Mother, in which Lily was hiding a massive amount of credit card debt from her husband. He didn’t know until they applied for a mortgage. …
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Welcome to Pride Month! June was chosen for LGBTQ+Pride Month to memorialize the Stonewall Riots which took place in June 1969. If you don’t know about the riots, Drunk History put together a great clip to tell you all about it here. As a result, you may hear about many pride events/festivals/parades happening this month. …
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We adopted some cats a couple of years ago. As of this month, they are three years old, which apparently in cat years is 28 in human years. Little did we know the expenses coming for one cat, who is named Shadow, because he is all black like a shadow, even his little black nose. …
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So, you were a #ResponsibleAdult and you planned for your child’s future with a 529 plan. They were attending school and you withdrew funds to pay for their tuition and room and board. Then, the universe threw you a curve ball, causing your child’s university to put all classes online and/or require students to stay …
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