Year of Experiences

As we approach the end of one year and anxiously await the beginning of a new year, now is the time may people reset their lives and make new goals for the upcoming year. As I personally sat and reflected on 2019, and thoughtfully considered my direction for 2020, I decided I want the new…

Am I Wealthy?

Have you ever pondered the question “Am I wealthy?” If so, you are not alone. Most, if not all, would like to have financial wellness to the point where they don’t have to settle for less than they want, and can enjoy life with no financial barriers. Wealth however, may mean something different based on…

Why Do People Spend More When They Earn More?

When the question is asked, “why don’t you save more money?” The common response may be “well I don’t make enough money” or “when I make more money, then I will be able to save.” But most times, when people begin to make more money, then their spending increases as well. The truth is, people…

Get In The Habit of Checking Your Balances

When was the last time you checked your financial account balances (retirement, savings, investments, etc)? Has it been a year? Was it last month? Or was it today? Did you take notice of whether or not your money was working for you? Are you aware of all the fees that are being withdrawn by your…

What’s Phishing Got To Do With Your Money?

As a CPA, one of the conditions for maintaining my license is to earn Continuing Professional Education (CPE) credits. This past week, I was watching a CPE webcast by one of the Big Four Accounting firms, and one of the segments focused on phishing. For those who do not know what phishing is, it is…

Are You Contented? Really!

This is a question to ask yourself. Are you truly contented or not? The response to this question could vary as you think about your overall life, family, friends, job, etc. However, I wanted you to think of this question in the financial sense. Being financially contented means that you are happy and satisfied with…