I’ll be presenting two free retirement planning seminars this week.
You: For real?
Yup.
You: What’s the hitch?
No hitch. It’s free. You even get a free copy of my book if you attend.
You: Now you’re just talking silly-talk.
It’s the truth.
You: Okay, then, fine. When?
Tuesday at 6PM or Wednesday at 12:15PM. Join me after work or use [...]
Continue reading about Free Retirement Planning Seminar Tuesday and Wednesday
1. My house is my IRA; I don’t need to save for retirement.
Oh c’mon! Open a freakin’ newspaper. I told people this was nuts from 1994 to 2005, but now–finally!– most people get it. Sadly, there’s a few of you out there who think (or at least act) as [...]
Continue reading about Five (Nonsensical) Reasons to Delay Saving for Retirement
My little girl–now four days old–still weighs less than the big bag of potatoes at the supermarket, but is much cuter. But in keeping with my “I just had a child, look at me!” theme, today’s post contains some useful suggestions from Pay Jr. on the topic of teaching children about money.
The best time to [...]
Last Saturday, September 29, the Commonwealth of Massachusetts hosted The Money Conference for state employees at the State House in Boston. This free conference provided a wonderful opportunity for attendees to learn the basics of financial planning in a safe (non-selling) environment.
Happy to accept the opportunity to help, I presented two different workshops (Budgeting Basics [...]
If you’d like an opportunity to see me live and receive a free copy of my book Beyond Paycheck to Paycheck, you’ll have the chance to do so this week if you live in or near Los Angeles. Although the original seminar date of September 25 filled up quickly, we have added an additional [...]
Continue reading about See me live this week: Los Angeles, CA
If you’d like an opportunity to see me live and receive a free copy of my book Beyond Paycheck to Paycheck, you’ll have the chance to do so this week if you live in or near New York, Philadelphia or Wilmington, Delaware. Although the original tour dates filled up quickly, we have added additional [...]
Continue reading about See me live this week: New York, Philadelphia, and Wilmington, DE
ING DIRECT will have the official grand opening of its Chicago cafe this Friday, September 7. I’ll be leading the seminar How to Live Beyond Paycheck to Paycheck. Please stop by and say hello. Presentations begin at 12:30, 1:30, 2:30 and 4PM. Grand opening festivities run from 10-5. You can [...]
You: I didn’t make it to the CFP® Clinic you told me about in Boston this past Saturday. How did it go?
It was really an amazing event. Anyone who came to the Financial Planning Clinic had the opportunity to attend up to three workshops which covered diverse topics such as cash-flow planning, estate [...]
You: How did the Chicago trip wrap-up?
As Wayne and Garth once said, “Excellent!”
You: You’re dating yourself.
I realize. Nonetheless, I believe they did once broadcast from little old Aurora, IL, so I guess being in Chicago just got me in an SNL mood.
You: For me, it’s the deep-dish pizza.
I’d say that’s probably more common.
Anyway, [...]
You: How’s it going in Chicago?
Great – except this blue-line El construction is enough to drive someone to, well, drive in Chicago.
You: Yeah, they say it will be much better when the construction is over.
Ha! That’s a good one!
You: Hey, just trying to keep it light. So what’s new?
Well, last night’s seminar at [...]
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