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Links

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 www.vanguard.com Fidelity Investments at www.fidelity.com T. Rowe Price at www.troweprice.com Charles Schwab and Co. www.charlesschwab.com Websites that provide general financial information Jean Chatzky, Money Coach videos at www.jeanchatzky.com […]

Riding bicycles

Budgeting

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. […]