Life & Financial Coaching

Blog Insights

Retirement Thinking

July 16, 2014
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Despite (or perhaps because of) the incessant noise churned out by the financial media in relation to saving for our retirements, data continues to show that individuals are falling short in that department.
For example, according to the 2014 Retirement Confidence Survey by the Employee Benefit Research Institute […]

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Football and Finance

June 23, 2014
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We are in the middle of one of the greatest sporting events on earth, the 2014 FIFA World Cup. Like many kids, I wanted to be professional footballer (as in, soccer) when I grew up – unfortunately, the real world indicated otherwise. Still, the tournament has allowed me to […]

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Educating Our Youth

May 13, 2014
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The Wall Street Journal recently highlighted an excellent initiative by the Charles Schwab Foundation in relation to personal finance education. Below is the piece:

Carrie Schwab-Pomerantz, 54 years old, didn’t have a lot of money growing up. What she did have was a role model in […]

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The Charm of the Lottery

May 9, 2014
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There are a lot of people out there that see winning the lottery as the easy answer to their prayers. It’s the shortcut to an easy life, or so they have us believe.

For one thing, it doesn’t work out well for everyone that wins. And […]

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