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Category: Finance

Driver in car
FinancePosted onJanuary 9, 2022January 22, 2022

State Farm Drive Safe & Save Review: Is it Worth it?

Jan 2022 Update: Article has been revised to reflect updated savings and State Farm enhancements As an early technology adopter and one that likes to…

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FinancePosted onJanuary 4, 2022January 4, 2022

How to get the most money for your used car

This article explains how to get the most money for your used car.  In the end, I sold my car for an additional $5,000 to a…

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FinancePosted onDecember 28, 2020December 28, 2020

Maximize Donations and Minimize Taxes through Donor-Advised Funds

This article explains a great way to maximize donations and minimize taxes through Donor-Advised funds.  Although there are many ways to donate such as helping…

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Growing Nest Egg
FinancePosted onDecember 11, 2020December 12, 2020

Strategies to Manage your Money and Grow your Nest Egg

This article will provide strategies on budgeting fundamentals and prioritized approach to manage your money and grow your nest egg. As you open the various…

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Home refinance
FinancePosted onSeptember 28, 2020September 28, 2020

Mortgage Refinance Tips to take Advantage of Low Rates

According to this article (Mortgage rates have fallen to a record low), we are at historical lows that will likely allow you to refinance at…

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FinancePosted onFebruary 14, 2020February 14, 2020

Costco Optical Eyeglasses and Contacts Review

This year I ventured out of my normal routine and purchased my eyeglasses and contacts from Costco Optical for the first time.  I will provide a…

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stock market happy
FinancePosted onDecember 13, 2019June 28, 2020

How to Invest: Stock Market Strategies

Over the years, I picked a few big winners (10-baggers) as well as made bone-headed mistakes resulting in painful losses.  In this article, you will learn…

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heart around family
FinancePosted onNovember 28, 2019February 1, 2020

Everything to know about Life Insurance

You will read about everything to know about life insurance when you are expecting or have kids.  This article will help provide guidance on life insurance…

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Costco Sign
FinancePosted onOctober 24, 2019February 14, 2020

Unlock Additional Savings at Costco

You will learn how to Unlock additional savings at Costco through Costco Membership & Credit Card, Costco Travel, Online Website, Photo Center, Liquor, Gas and…

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Kids Graduating
FinancePosted onOctober 3, 2019December 14, 2019

Beginner’s Guide to 529 College Savings Plan

In this Beginner’s Guide to 529 College Savings Plan, you will learn what it is, how much should you invest, where to open an account…

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