A Phone Call with Fidelity...

Monday, September 03

At the end of 2014 I was reviewing my Fidelity statements and noticed something odd...no summary of fees. I called and asked the gentleman at Fidelity if I could have a sheet summarizing all the fees I paid in 2014. He seemed confused by my request and asked exactly what I'm looking for. I repeat...


Refinancing Lessons & the $712 Question

Monday, September 03

Most of you are probably asking yourself, "What is a refinance?" If you know the answer to that question then you're probably saying, "Why do I care?" Valid point, most of us millennials don't have a house, and are a long ways from thinking about refinancing. But, the principles I've learned thro...


Budgeting: Why, Why Not, How & Pitfalls

Monday, September 03

How much can you afford to stash away each month towards a goal, whether it be paying off student debt or saving for a down-payment on your first house? If you don't know the answer to this question you aren't alone. How would someone easily find the answer to the question above? Budgeting. No on...


The Only Site I Visit Daily! (it's not Google)

Monday, September 03

Mint is the greatest thing since sliced bread for someone who looks at their finances daily. But it's also useful for those who don't look at the their finances often, because with Mint, your assets, debts and budgets are all in one easy to use location that's updated automatically when you login...


Get the Most of Your Monthly Loan Payments with this Tool!

Monday, September 03

Are you making payments to four, five, or six loans, all with different balances and interest rates? Do you have some extra money you want to put towards your loans so you're not paying on them till retirement? The only question; which loan should you payoff first? Will it save more money to firs...


The Strangest Secret

Monday, September 03

In the below video, Earl Nightingale describes the most powerful secret to success and why only five percent of people achieve this prestigious title. He goes on to define success while smashing the conventional way we think about money."Success will always be measured by the quality and quantity...