Archive - July 26, 2009

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Consumers Would Benefit if we call “A Spade a Spade”
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Budgeting For the Whole Family

Consumers Would Benefit if we call “A Spade a Spade”

Calling a Spade a Spade76% of those surveyed did not know the difference between a sales representative of a Broker Dealer and that of a Registered Investment Advisor. The reason is the term “financial advisor’ is often utilized by stockbrokers, insurance agents and others who are looking to sell you a product.

A “broker dealer representative” is a salesman of stocks, bonds and mutual funds. Many times they also are also involved with the sale of insurance and their parent company can also provide mortgages (all for commissions). “Insurance agents” represents the interests of one or more insurance companies and only get paid when …

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Budgeting For the Whole Family

Family Budgeting Teaching kids about money is only one element of parenting.  But it’s part of a whole package.  Everyone – including parents and including kids – is going to have strengths and weaknesses.  We all grow as individuals if we can build on our strengths and do our best to mitigate our weaknesses.  Children need parenting that helps them do this.

So if your child is doing well with managing the budget you give her for auto fuel, but she’s flunking algebra, make sure all the parenting pieces are fitting together well.  Do you need an algebra tutor or just the …

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