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Archive for the ‘Educational Tips’ Category

Small Savings, Big Impact

Spongebob Patrick,, I have $3 Dollars MemeWe hear sayings all the time. For instance, an apple a day keeps the doctor away. Which implies if you eat healthy, you will keep yourself and body healthy. That is solid childhood advice. However, we can use that same lesson in our finances. So I propose a new saying, “A dollar a day helps our investments pay.” Let me explain.

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How to Develop a Market Strategy and Choose an Online Trading Platform – Part 2

A week or so ago I posted part one of “How to Develop a Marketing Strategy and Choose an Online Broker.” There, I outlined five key points. However, there are more areas I would like to cover. Finally, I’m pleased to bring you the highly anticipated conclusion, part two. Without wasting any more time, let’s dive in shall we?

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How to Develop a Market Strategy and Choose an Online Trading Platform – Part 1

A while back, I posted about why now is the best time to be an investor. One of the points were in reference to the current trading platforms or online brokers. There are tons of brokers out there to trade through. Just to name a few, there is Options House, Ameritrade, Trade Kings, Charles Schwab, Merrill Edge, Fidelity, and E-Trade. So let’s dig a little deeper into the subject. What should you look for when selecting a platform? What makes one superior to the other? Which one is the best? How does ones broker or trading platform fit into their overall market strategy? What other questions should you be asking? In this two part article, I will talk about what questions to ask in order to form a market strategy, and how your online trading platform plays a role into that strategy.

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Update to Expense Tracker

    Last month, I added a new spreadsheet section to the blog.  One spreadsheet is the Expense Tracker. If you followed my last post about it, it measures your expenses against income giving you dollar figures to see where your money is spent. It deducts taxes also to predict what you will have left over at year end.  This week I made a few modifications to this spreadsheet.

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New Spreadsheet – Expense Tracker

Last week I posted about adding a new section to this blog called Spreadsheets. So far, I have received a lot of positive feedback. Today, I have added one more called Expense Tracking.


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Introducing Spreadsheets



I have had a few people come to me recently who are interested in investing. After doing some of their own research, they became dazed with dividends (See what I did there?). One of the hardest parts of investing it just taking the plunge and getting started. We all have to start somewhere. So I figured I would give people a little help and a good starting point by putting it all into one place. Introducing a new section of this blog: Spreadsheets!

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Checklist for Year End

    As 2016 comes to a close, it’s time to review and reflect upon the past year. All of your triumphs and falls, as well as good times had with family and friends. Mark things off of your checklist as you set new goals for the upcoming year. Finally, you can kick back, relax, and enjoy the holiday season right?


    Almost, but there are still things to address before year end. I’m not talking about gift shopping or venturing out to see the in-laws. I’m referring the checklist for your financial well being. Check out these tips to help you enter into 2017 with piece of mind.

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Winter is Coming… I mean Tax Season


    Yes winter is upon us (at least those of us in the northern states) and that means tax season is right around the corner. While no one enjoys taxes, it is beneficial to have knowledge of it. It is important to know some tax rules in order to take full advantage of it’s deductions.

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