“Some things you just can’t outsource…and those are the things that matter most.” -Jeremy Finger Tweet My father-in-law is not a big fan of dogs. However, this one stray dog would walk up every time… Read More
Taking Care of Aging Parents and the Sandwich Generation-Finger Financial Five #188
“The first rule is to keep an untroubled spirit. The second is to look things in the face and know them for what they are.” Marcus Aurelius Tweet My wife is back in Bulgaria tending… Read More
Roth vs Pre-Tax: Which Retirement Plan is Right for You?
Roth and Pre-tax contributions are like the dynamic duo of retirement planning. But what’s the difference, and which one should you choose for your unique money journey? Let’s dive in and figure it out! Understanding… Read More
Taylor Swift, Frugality, and Happiness Conversion Rate- Finger Financial Five #187
What is a happiness conversion rate? It is spending money in a way that gives you the most amount of lasting happiness. A client of mine spent over $20,000 on three Taylor Swift tickets. Was… Read More
Help Achieve Your Financial Goals with Financial Coaching
Some people avoid focusing on their finances because they don’t know where to start; they think it’s too late, or they are intimidated by all the possible decisions. Taking the first step of committing to… Read More
Navigating Politics in an Election Year – Finger Financial Five #186
“If you want to change the fruits, you will first have to change the roots. If you want to change the visible, you must first change the invisible.” T. Harv Eker Tweet I first saw… Read More
Financial Lessons To Learn In College – Finger Financial Five #185
Dropping your child or grandchild off at college is a bittersweet experience. (I’m going through it right now). It’s a time filled with excitement, nostalgia, and a tinge of worry as they step into the… Read More
Market Volatility – Finger Financial Five #184
The great Warren Buffet once taught us a very valuable lesson. We can conceptualize the market as an individual named ‘Mr. Market’. He is your partner in a business, and he is a bit of… Read More
A Dollar Ain’t What It Used To Be: A Story About Inflation – Finger Financial Five #183
Inflation, Saving, and Investing My dad used to tell me so many wonderful stories of how much something used to cost. “I remember when they were selling oceanfront lots in Garden City for $100. And… Read More
Understanding Tax Strategies When Selling a Business
Are you planning to sell your business soon? There are some strategies that might help you keep that hard-earned money in your bank account. That’s where exit planning for small businesses comes in. By working… Read More