What Is a Financial Concierge?

What Is a Financial Concierge?

A family’s financial needs may involve anything from finding an appraiser to doing light forensic accounting. That’s why it takes more than a bookkeeper to make your finances effortless — it takes a financial concierge. My journey to being a financial concierge took...
Pay Yourself First: W-2 Edition

Pay Yourself First: W-2 Edition

When I say, “Pay yourself first!” I’m not just talking to the small business owners out there. Paying yourself first is also an option for people with W-2 employment. Rather than literally paying your salary first, it’s more of a savings philosophy mixed with a...
False Positives in Fraud Detection

False Positives in Fraud Detection

It looks like we’re just going to have to open multiple bank accounts and shuffle money between them. That’s because of an increase of false positives in fraud detection at all the major banks. The worst feeling in the world is telling your credit card company where...
Reading Numbers

Reading Numbers

I’m a financial frontline worker. Like most people in public-facing jobs, I’ve seen it all — from bankruptcy to intestacy. That includes a lack of basic financial literacy, across all communities. Financial literacy is not about reading the Wall Street Journal,...
Realistic Inflation Survival Guide

Realistic Inflation Survival Guide

Economic pundits keep talking about the importance of having a diversified stock portfolio to fight inflation, but let’s say you don’t. What are some other ways to persevere through the current financial crisis?  The first thing you may feel tempted to do is ask for a...