Do You Want to Live in a Gated Community?
A while back, a friend invited me to participate with her in the annual garage sale event of a local gated golf community. In between greeting and selling to the garage sale shoppers, we...
Tagged: money management
How to Be Penny Wise but Pound Foolish
Have you ever hear the phrase, “Penny wise, pound foolish?” Mom used to use it (among many others!). It means that you are watching your small stuff like a hawk but not taking care...
What is Leadership?
According to Mark Haynes Daniell and Sara Hamilton, in Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times (Wiley Finance), every family needs a leader – maybe several. Without a family leader...
The Role of Advisers in a Wealthy Family
Life can get more complicated when you have wealth. Finding ways to manage and grow the family wealth can be time consuming and complex. Finding ways to protect that wealth can also be harder....
The Road to Wealth Requires Insurance
As a project manager, I learned from experience that to get your project done you need to cover your risks. There is a whole sub-section of project management dealing with risk identification, assessment and...
Renewal
Last week our extended family marked the 90th birthday of our eldest family member. We all drove across the state to join in the celebration of the day. As part of the dinner, I...
When is the Cost of a Conference or Seminar Worth the Price?
Recently I signed up to go to a Financial Bloggers Conference – FinCon13. This is the 3rd year Phil has organized the conference for all of we financial bloggers. Spending the money to go...
What are Personal Finance Standards?
Most of us in my generation weren’t exposed to personal finance classes in school. Parents were expected to handle that part of our education, just as they had to handle the sex education. It’s...
Hiring Domestic Help
One of the benefits of having wealth is the ability to trade money for time. Multimillionaires and billionaires often hire household help – whether it be just an occasional cleaning or lawn service or...
Best Holiday Buys to Learn About Money & Investing
Money, investing, personal finance and estate planning weren’t taught in school when I was growing up – unless of course you majored in a finance area in college. If you are in my situation...
