SRI, ESG, ETC.

Socially responsible investing is a priority for individuals who are concerned about the sustainability and ethical impact of companies they invest in. The term “triple bottom line” suggests that in addition to financials, environmental and social factors should be...

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Sometimes life throws you a curveball

Or two, or three. After three years of experiencing the unexpected, I came across a newspaper article about a new foundation in town featuring a smiling picture of the founder. I read that they were providing FREE investment advice and classes for those who might not...

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True Story

My mantra is “if you can’t save, you can’t invest and if you can’t invest, you can’t build a secure future.” Lots of people I meet with either aren’t saving or aren’t saving enough and it’s usually because they don’t see how they can. At the same time, I speak with...

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4th of July

I get sappy around the holidays – even the 4th of July. We’re usually attending my husband Dave’s family reunion this time of year. The Rashid Family will be holding its 91st annual reunion this year in Pittsburgh, PA with 300+ in attendance – yes, that’s right, 300+....

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Cost of Living…in Spain

We recently returned from travelling in Spain and among many things we loved about the country was the low cost of great food, convenient transportation and unique accommodations. A typical breakfast is café con leche and toast with jam or ham and cheese – about $8...

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Heat

My grandmother was born in Phoenix in 1886. When I was in 4th grade, I interviewed her for a class assignment. We sat down and I asked her “what it was like back then?” She said “BC?” I heard my mother (also born and raised in Phoenix) chuckle – apparently BC meant...

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The Balance Sheet is the Scale of Your Finances

By: TK Irons “If you can’t measure it, you can’t improve it.” - Peter Drucker Well, more than enough time has now passed where most of the half-hearted, new-year's-resolution-fueled weight loss goals have been broken. “I just need to get to the gym four days a week.”...

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FOMO

Fear Of Missing Out. What part does social media play in our spending decisions? This and other telling questions were put to 1,000 Americans aged 21-75 as part of Charles Schwab’s 2019 Modern Wealth Index Survey. Here’s what we learned: If you’ve wondered if you...

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What if…

you’re a good saver but a reluctant investor? What if you’re more confident investing when the market’s up? If the market’s up, prices are up, right? Bob Swift likes to point out that the market is one thing people like to buy when it costs the most. When the market’s...

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The wild cards

Gifts, vacations, pets, clothing, eating out…these are the wild cards, the spending categories that rely on our discipline to keep within budget. After all, most of our other expenses are fixed – rent/mortgage, utilities, car payment, etc. When I create a 12-month...

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