Author Archives: Budgetdog

Decreasing Stress for the Holidays and Staying on a Budget

The holidays are fast approaching.. From Halloween until New Year’s, it is a whirlwind of activities, spending, and stress. So while the holidays are supposed to be fun and a time for gathering with family and friends, people will feel undue and other self-induced levels of stress. So what can be done to help alleviate some of the stress about money and, instead, really enjoy the holidays?

The Elixir to Success: Consistency & Laziness

I am often asked about my success and what my special recipe is or the secret elixir to create success. I wish I could attribute it to something innovative or profound. But that is not the case. Truly, my success comes down to two key things: consistency and laziness. If you are ready to take control of your finances but don’t want to waste hours a month, The Budgetdog Roadmap is your key to success. My students learn to stay the course and trust the process and I even give them permission to be lazy – in a good way! 

Recession Talks – Are Bonds STILL a Good Investment in Today’s Economy

In today’s market, therefore, it seems like bonds would be something each investor would already have or would want to include in his or her portfolio, especially in light of today’s volatile stock market. However, the rising interest rates are driving bond prices down. What all of this amounts to is that we are in for some serious volatility in the market. But that should not cause us to pull out of the market. Being diversified is still the best thing for your portfolio.

Vanguard is Rolling Out Fractional ETFs

I am excited to announce that  Vanguard is FINALLY rolling out fractional Exchange-Traded Funds (ETFs). What does that mean for you or other investors who want to purchase ETFs but want to keep investments to a specific dollar amount? Fractional shares allow a person to buy a portion of an ETF for any dollar amount, even as low as one dollar, rather than requiring the investor to purchase the entire share.

The Art of Winning: What it Really Takes to Achieve Success

How do you win and achieve success? For the three plus years of owning my own business and working with thousands of clients, there are a few things that I have learned about winning. I have broken them down into five main categories. If you follow these, I am confident that you, too, will see success.  

IRA Basics: Understanding Your Retirement Account

Regardless of whether you already have an IRA or are interested and in need of getting an IRA, this blog will provide some helpful information to better understand this investment account. 

A Matter of Perspective and Priorities

What an interesting concept – success. How do we define success? What is our passion?  Are things more important than time with our loved ones?  What is the price we are willing to pay to kiss our child or children and spouse good night?  For me, there was no price. I remain resolute in my decision. I understand the difference between a job and one’s passion or mission. What began as a hobby and a desire to help others is now my full time endeavor.

An Unimaginable Reality – Logan and Dravet’s Syndrome

Logan’s constant monitoring is a reality; it is our responsibility and our lives. The more we can lessen the seizures, the better it is for Logan. Watching your child go through something like this is beyond words. It is crushing. Being able to stay home with Logan has been a blessing.

My Top Five Index Funds

Investors are always trying to beat the market and to time the market, and they continue to lose. Index fund investing has proven over time to be the most successful way to win in the market. I’m here to give you some advice about the top five index funds that you may want to consider for your investment portfolio.

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