A lot of articles I write revolve around saving money and different strategies to do so. However, there are times to spend the money that you’ve saved as well. This is going to be a story of one of those relatively insignificant times, but one that I ended up being very satisfied with.
Drew’s Method
2018 NAPFA Fall Conference
< 1 minute read
I had the opportunity to spend the majority of this week in the City of Brotherly Love while attending the NAPFA Fall Conference.
We’re Engaged!
6 minute read
I asked my best friend to marry me and she said yes! I think, at least. It’s still up in the air as to what she said while sobbing.
Be A Doer
4 minute read
To me, there are “talkers” and there are “doers”. Usually people aren’t both. I like to think of myself as a doer (at least, I do my best to be a doer). Whenever I get an idea that I’m excited about and I think is worth acting on, I try to learn as much about it as possible within the shortest amount of time that I can and then execute it to the best of my abilities. It’s silly, but sometimes I actually get frustrated with people who I perceive as talkers – people who I hear continue to talk about things that they want to do rather than actually making them happen. This especially frustrates me when I feel like the thing they talk about doing could make their life much better, such as improving their financial situation or health, but they just won’t do it.
How I’m Saving Money By Renting A Car
3 minute read
By the time you read this, Amanda and I will be on our way to Cape Cod. Of course, we’ve already scoured the web to find the free and cheap things to do while we’re there, but we also used another strategy that’s going to save us a significant amount of money.
Find Your Group
2 minute read
This post isn’t necessarily a post about financial planning, but it explains my experience from spending 3 days with a bunch of financial planners. As I mentioned earlier this week, I was in Chicago from Sunday afternoon through Wednesday afternoon for the NAPFA Summer Leadership Meeting. I was fortunate enough to meet with many successful fee-only financial planners who are passionate about NAPFA’s mission as well as NAPFA Genesis’ mission.
NAPFA Summer Leadership Meeting
< 1 minute read
I’ll be in Chicago through Wednesday of this week for the National Association of Personal Financial Advisors (NAPFA) Summer Leadership Meeting. Last month, I was extended an offer to serve as the Social Media Coordinator for the NAPFA Genesis Committee for the 2018-2019 fiscal year. The Leadership Meeting consists of reviewing strategic framework and performance, team building and leadership skill development, and outlining our priorities for the upcoming fiscal year. I feel as if this is a great opportunity for me to give back to my profession by helping other NAPFA members and doing my part to further the fee-only financial planning profession.
Do You Know Where Your Money Goes?
2 minute read
I challenged myself in June to limit myself on unnecessary spending. This included things such as eating out, buying stuff that I don’t really need, and limiting entertainment expenses by utilizing things that I already have available to me. But, I wasn’t too strict on myself and I feel like I could have definitely done better.
If You Received a Large Sum of Cash Today, What Would You Do with It?
3 minute read
The term “a large sum of cash” has a different meaning to everyone. To me, $500 would be a large sum of cash, but to others who are wealthier than me this may not seem like something to get excited about. Maybe a better question would be, “If you were handed a meaningful sum of cash today, what would you do with it?”
