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One of the best financial choices you can make now. Your future self will...

Are you really planning for retirement like you should? Like really-really? It’s OK. We’re all friends here, so you can be honest. But I have to tell you, most Americans aren’t. Especially those who’ve...

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Pay yourself first. An important message for new college grads (and the...

My niece Nicole graduated from the University of Iowa (Go Hawks! See? I’m getting better!) and was fortunate enough to get a super-cool job with Walgreens Co. in Chicago. It’s her first “real job” in...

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Parents just don’t understand: getting a read on millennials and their money

Have you ever fallen victim to earworms? You know, those pesky songs that get stuck in your head and won’t leave? I recently overheard (1988 Grammy award-winning) “Parents Just Don’t Understand” and...

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Eureka! Listen up employers. The key to helping get millions more workers on...

Heading to a brainstorming meeting? You might want to reconsider… Let me explain. A small research survey conducted in 2014 asked LinkedIn participants to describe where and when they have their...

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Is your student loan debt getting in the way of finding financial security?

I’m a huge believer in living in the moment, being present and seizing every day. But when it comes to managing money, there comes a time we need to set down the hats and horns and settle for a meal in...

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Attention, leaders! Is it your job to help your employees make good benefits...

I recently talked with my niece, Nicole, about the benefits package offered by her new employer, Walgreens. Among other things, I asked if she was participating in the 401(k) plan, how much she was...

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Implement Financial Recommendations that are based on your Specific Objectives

Anyone who has gotten married or gone to a gym knows that others enjoy providing unsolicited advice. And the majority of their advice is based on what worked for them, and not necessarily what is best...

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What New Year’s Resolution Do You Prefer: An Hour at the Gym Every Day or an...

So there I was, 6 p.m. at the gym, exactly one week after Thanksgiving. The place is buzzing. Sweat and calories flying in every direction. Up-beat music, excitement, hope, determination and people...

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401(k) – You can’t win if you don’t play

I didn’t win Saturday night’s Powerball drawing but then again, I didn’t buy a ticket, so my odds of winning were zero.  At one in 292 million[i], if I had bought a ticket, my odds of winning would...

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“Don’t do what I did” and two other powerful tips for college-bound kids

It’s that time of year again. The smell of freshly purchased notebooks, pizza grease and the only kind of sweat you get from hauling 27 plastic totes up four flights of un-air-conditioned stairs is in...

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One of the best financial choices you can make now. Your future self will...

Are you really planning for retirement like you should? Like really-really? It’s OK. We’re all friends here, so you can be honest. But I have to tell you, most Americans aren’t. Especially those who’ve...

View Article

Pay yourself first. An important message for new college grads (and the...

My niece Nicole graduated from the University of Iowa (Go Hawks! See? I’m getting better!) and was fortunate enough to get a super-cool job with Walgreens Co. in Chicago. It’s her first “real job” in...

View Article

Parents just don’t understand: getting a read on millennials and their money

Have you ever fallen victim to earworms? You know, those pesky songs that get stuck in your head and won’t leave? I recently overheard (1988 Grammy award-winning) “Parents Just Don’t Understand” and...

View Article


Eureka! Listen up employers. The key to helping get millions more workers on...

Heading to a brainstorming meeting? You might want to reconsider… Let me explain. A small research survey conducted in 2014 asked LinkedIn participants to describe where and when they have their...

View Article

Is your student loan debt getting in the way of finding financial security?

I’m a huge believer in living in the moment, being present and seizing every day. But when it comes to managing money, there comes a time we need to set down the hats and horns and settle for a meal in...

View Article


Attention, leaders! Is it your job to help your employees make good benefits...

I recently talked with my niece, Nicole, about the benefits package offered by her new employer, Walgreens. Among other things, I asked if she was participating in the 401(k) plan, how much she was...

View Article
Browsing all 36 articles
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