Category Archives: investing

Portfolio Management, saving · January 12, 2019

Podcast Episode – Broke No More

This episode explores the true reasons you feel broke regardless of how much money you make.

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Emergency Funds, investing, Portfolio Management · January 9, 2019

How to Handle a Rocky Stock Market

The stock markets delivered a lump of coal at the end of 2018. December was one of the worst months for investors in years, and when you take a glance at your year-end statements, you will likely...

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investing, saving · January 2, 2019

Podcast Episode – What Is Financial Abuse

Suze delves into a form of abuse that often goes unnoticed: financial abuse.

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investing, IRAs/401(k)s, Portfolio Management · January 2, 2019

The 3 Best Investments for 2019

Happy New Year! I know this is a popular time of year to make resolutions, and for many of you that can include financial goal-setting. It’s also the time of year when we are hit with all sorts...

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investing, Portfolio Management · December 26, 2018

My Three Wishes for You in 2019…and Beyond

I am not a big believer in making New Year’s resolutions. I think it puts too much focus on making goals at a specific time of year. Most resolutions that start in January tend to be...

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Portfolio Management, retirement · December 19, 2018

The Upside of Downsizing Today (Not Later)

For those of you nearing retirement, deciding where to live is a big consideration. Most of you intend to stay right where you are. I get it. The home you are in today is full of memories...

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investing, saving · December 19, 2018

Podcast Episode – Anger: One of the Three Obstacles to Wealth

Suze talks about anger: one of the major obstacles to wealth that has a tendency to sneak up on you.

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budgeting, credit cards, debt, Stocks/Bonds/ETFs · December 5, 2018

Credit Card Alert: How to Avoid the Big Trap of 2019

You know where I stand on having credit card debt. It holds you back from being all you can, and deserve, to be. I realize some of you have credit card debt due to emergencies, like a medical bill...

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Portfolio Management · November 28, 2018

A Gift That Gives Even More

As we head into the heart of the holiday season, I know many of you are focused on finding the right gift for loved ones, friends, and colleagues. I have a shopping tip that is guaranteed to make your

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