Going Paleo - Lessons Learned About Personal Finance

My wife and I have transitioned into eating Paleo. Here are a few of the tenants we have used to go Paleo, and how they can help in our personal financial lives:

2 Tips from Santa for Black Friday Shopping

You are going to read a lot of articles this week about why Black Friday shopping is a bad idea. Just remember these 2 tips from Santa as you prepare for your Black Friday shopping extravaganza.

When Rhetoric Becomes Dangerous

Since the November 6th election, the rhetoric has taken an even uglier turn creating warning signs we all should be watching.

Financial Challenge — Should You Choose To Accept It

The challenge, should you choose to accept it, is to raise your 401(k) contributions by at least 1%, and I will send you a $10 gift card to Walmart to help with holiday shopping.

What Does It Mean To Be Wealthy?

With the recent election, we heard a lot of talk about the wealthy. Before we can say someone is wealthy, we first have to define what it means to be wealthy.

Mea Culpa – Admitting When You’re Wrong

Thanks to my numerous critics, I have had to go back and reevaluate some of my statements and positions resulting in some uncomfortable admissions.

How A Financial Plan Gives You Permission To Spend

What if I told you that having a financial plan can actually give you permission to spend money?

Election Results – The Death of White Male Dominance

The November election has made a statement about the power shift in the United States. White male dominance is waning and that’s a good thing.

Skylight Music Theatre Features 6 Shorewood Youth in 'The Sound of Music'

Skylight's production of the classic musical "The Sound of Music" will feature the largest cast to date with a total of 62 members. Six of those members are youth actors from Shorewood.

Food for Thought...

A thriving, safe and working America is an appetizing decision.

A Successful Shorewood Foundation Dinner and Auction

Pleased to announce another successful Shorewood Foundation dinner and auction.

3 Things To Know BEFORE Buying An Annuity

Have you ever wondered if you should purchase an annuity? Has a financial salesmen ever tried to sell you one? There are three things you will want to know before you sign on the dotted line.

Tips On Becoming A Landlord

Becoming a landlord can be a great way for investors to make a lot of money, or just as easily lose their shirt. Here are some of the things I learned from my experience as a landlord.

Funding A Startup Business With IRA/401(k)

With unemployment high among older workers, some are beginning to ask if they can use money in their 401(k) and/or IRA to fund a business start-up.

What’s Your Favorite Shorewood Nonprofit?

GreatNonprofits.org released today its first ever list of top-rated charities in Shorewood, which Patch.com readers can use to discover top volunteer, giving, and internship opportunities.

Money Scripts: Learning To Manage Our Beliefs About Money

Have you ever wondered why you make certain decisions about money? Have you ever sat down to think what you believe about money?

An Open Letter On the Proposed Garden Room's Frederick Ave. Parking Lot

While strong opposition to the proposal has been vocal and visible, there is another side.

Brown Deer Police Inaction Is Inexcusable. Resignations, Not Excuses, Are In Order

Brown Deer police and officials ineptness led to innocent lives being lost.

A Response to Jason Patzfahl’s 'Dear Greatest Generation'

Not everyone on the political left supports Jason’s latest blog post.

How Beneficiary Designations Could Wreck Your Estate Plan

Even the best estate plan can be quickly derailed by incorrect beneficiary designations. Download a Beneficiary Designation Worksheet so you can be sure your wishes will be followed at death.

If the World Could Vote for Our President

The world is watching our upcoming national elections with anxiety and anticipation.

How Much Life Insurance Do I Need?

If someone depends on you financially, chances are you need to have life insurance. The question is, how much life insurance do you actually need?

Military War Dog Memorials

Please share on the Patch Network.

Why to Attend the Shorewood Foundation Dinner and Auction

Shorewood Foundation Dinner and Auction is slated for Nov. 3.

Selecting Investments In Your 401(k)

Many people have 401(k) plans through their employer, yet very few of them have ever received education or recommendations on how to invest within their retirement account.

In Defense of Political Balance

On the heels of the greatest recession and economic downturn; our nation appears to be more politically divided than ever. How can we function in such a setting?

Should Couples Combine Finances?

The topic of combining finances is one that frequently comes up with younger clients and clients that are remarrying. Here are some of the common questions I hear, and my typical response.

Safe Trick or Treating? There's An App For That

The spookiest holiday of the year is drawing near and AT&T is bringing you apps to prepare scary Halloween parties, ghoulish costumes and trick or treating…

Should I Pay Off The Mortgage Or Invest In The Market?

There are a lot of things to consider when making the decision between paying off your mortgage or saving for retirement. Here are a few questions to ask to help with the decision process.

Would You Want Your Elected Official to Take This Pledge?

If our elected officials treated themselves more like an average American, they would have a better understanding of what is needed, and maybe even work with each other.

Financial Disaster Readiness Plan

Emergencies and disasters can happen at any moment. Learn some of the steps you can take today to be prepared.

Buy Low & Sell High - Is Investing Really That Easy?

It seems like every book you read about investing contains the tip to “buy low and sell high.” It sounds great in theory, but how do you actually do this?

What A Marathon Runner Can Teach Us About Personal Finance

While watching my wife set a personal record for running a marathon, I began to wonder what her dedication to running can teach us about personal finance. Come see what I have learned.

The Biggest Loser in the Obama/Romney Debate

The biggest loser of the first presidential debate was neither Romney nor Obama.

Is It A Season of Change for the Animals of Milwaukee County?

In today’s world, good, passionate volunteers in their community bring unbounded, and free, energy for the good of unfortunate animals that find themselves in control facilities.

Roth 401(k)’s and Roth IRA’s – What You Need To Know

A reader asked if they could save into a Roth IRA and Roth 401(k). Learn what you need to know about the two types of Roth accounts.

How Much Are Prejudices in Play for the Upcoming Elections?

Why do prejudices keeping coming up; Obama's race, Baldwin's sexual orientation and Romney's religion? Are we above it or mired in it?

How To Check Up On Your Financial Advisor

Would you want to know if your advisor had been convicted of a crime in the past? Learn how to check up on your financial advisor to see if you know the whole story.

Financial Porn: 3 Reasons to Turn Off the TV

It seems like every time you turn on the TV there is someone yelling at you, telling you what stocks to buy. If you can’t seem to turn off the TV, here are some tips to help you do so.

How To Prepare For Retirement

It is important to understand that retiring is a very difficult transition, and shouldn’t be taken lightly. Here are some ways to plan for this significant transition.