Archive Yearly Archives: 2014

what is margin trading

What is Trading on Margin

Have you heard the term “trading on margin”? Ever wondered what it meant? The short definition (for those that want to know what it is without all the boring math details.) Trading on margin

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financial advisor or financial coach

Who to Help? Financial Advisor, Coach, Educator or Mentor

Do you ever get confused when trying to figure out what type of  financial help that you need? There seems to be a never ending line of different titles that you can choose from: financial advisor, financial

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financial coach

Five Tips for Picking a Financial Coach

Thinking about hiring a financial coach? Not exactly sure what to look for in a coach? It is your lucky day – here are my tips in what you should look at and ask any financial coach you are interviewing. 1.

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what is a mutual fund load

What is a No Load Mutual Fund

Ever here that an investment has a load or is a no load and been confused?  No more, here is a run down on what a load is.  (Text below video) The initial and deferred sales fees make up what are commonly

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not ready to invest, do this now

Not Ready to Invest? Steps You Should Take to Get Ready

Feel like you are not ready to start investing?  Think that gives you a free ticket to ignore investing right now? Don’t make that mistake, there are still things you should be doing, even if you

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zero sum budgeting

Zero Sum Budgeting: Do I Really Have to get to Zero?

Today we are going to chat about exactly how close to zero you need to get when you are doing a zero sum budget!  (Please don’t leave, I promise this is not too boring!)  Text is below the video

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dollar cost averaging

Dollar Cost Averaging vs. Lump Sum Investing

Dollar cost averaging is one of those terms that gets tossed around the investing world a lot! Dollar cost averaging is when you have a chunk of money that is ready to be invested today and you plan for

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best bank small business

How to Pick the Best Bank for Small Business

Confession time – I am still using my business bank account from Nebraska even though I have lived in Texas for four years!  I actually mail my checks to Nebraska! Why?  Picking out banks and changing

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cash is king

Cash is King: Understanding Liquidity and How to Create More

Over the years my financial focus has shifted as I have continued my money education.  I grab on to a phase and make that the “it” thing for the time.  Everything from real estate is king, to invest

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tax preparation services

Who Should I Pick to do My Taxes: Review of Three Tax Preparation Services

Today I want to talk about who you should use for your tax preparation.  Riveting topic I know, but a very important one if you don’t want to be stuck paying more than you should in taxes OR if you

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