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Best personal finance sites on the web New to investing? Check out this page:  Beginner investing Large investment companies that carry no-load funds The Vanguard Group at Fidelity Investments at T. Rowe Price at Charles Schwab and Co. Websites that provide general financial information Jean Chatzky, Money Coach videos at […]

Riding bicycles


The Purposeful Budget Is your money working for your values? By Laura Scharr Bykowsky CFP® Posted July, 2010 Most Americans spend their take home pay with little awareness. In contrast, the wealth builders establish a purposeful budget. What is it? It is a spending plan that aligns with your most important values, goals, and visions […]

It’s Just Money book review

Book Review: It’s Just Money, So Why Does It Cause So Many Problems? Author Karen J. Lee CFP®, CLU, ChFC, MSFS, AEP Forward by Olivia Mellan Book Reviewed by Robin Applegarth CRPC® Lessons about life have often been passed on through story-telling. Even in today’s busy world, most of us love a good human-interest story. […]