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Updates

How the Indy 500 is Like Your Investments

May 8th, 2015
The stock market has experienced a nice rise upward since its March 2009 lows.  So far this year, through April 30th, the S&P 500 has returned 1.92%.  Real estate as an asset class has been down with the DJ US Select REIT TR index posting a return of -1.35%.  International (MSCI EAFE NR USD) is … more »

How Long Do I Need to Keep My Tax Documents?

May 7th, 2015
With tax season now behind us it’s a good time to take a look at all the paperwork you may have accumulated and aren’t really sure what to do with. How long should you keep all those documents? For tax purposes the IRS indicates the length of time you should keep a document depends on … more »

5 Places for Lunch for $5

May 5th, 2015
We all have to eat lunch and while I don’t recommend eating your lunch out every day as it can be costly to your health as well as your wallet, there are those times where you need to grab something to eat out and don’t want to spend a lot of money. Here’s my list … more »

5 Signs That You May Be Living Beyond Your Means And One Way to Fix it

May 4th, 2015
Many of you will remember comedian Jeff Foxworthy and his famous, “You Might Be a Redneck If….” bits. Here are a couple for old time’s sake: “If you own a home with wheels on it and several cars without, you just might be a redneck.” “If you have a complete set of salad bowls and … more »

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