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A Financial Festivus for the Rest of Us

by Flexo

To all those who celebrate, have a successful Festivus. I’ve come to be a fan of this secular “holiday,” celebrated every year on December 23 following its mass introduction to the public through an episode of Seinfeld. At its core is a non-commercial, non-religious approach to the season. While I do enjoy gift exchanges with ... Continue reading this article…

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Meeting With a Financial Planner From Vanguard Flagship Services

by Flexo

On Tuesday, I had a phone consultation with a Certified Financial Planner from Vanguard. It was an initial meeting, wherein we talked about each other, focusing on my goals. I tried to take into account many of my own suggestions for working with a financial adviser, but in preparing for the meeting, I realized — ... Continue reading this article…

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Year End Reminder: Rebalance Your Portfolio

by Flexo
Balance

As the end of the year approaches, take a break from stressing about the holiday season by getting your personal finances in order. It’s a great time to finish your charitable contributions and adjust your 401(k) contribution. It’s also better to fund your IRA now than it is to wait until the April deadline. You ... Continue reading this article…

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Year End Reminder: Fund Your IRA Now

by Flexo

These last few weeks in December present a good time to prepare your finances for the coming year. My personal goal is to start January 1 on a good note, moving my life forward. In the grand scheme putting your finances in order takes a back seat to cleaning up your life as a whole, ... Continue reading this article…

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Judge Rejects Citigroup Lawsuit Settlement

by Flexo

The Securities and Exchange Commission, an organization designed to regulate and oversee the financial industry, is charged with acting in investors’ best interests. Most of the time, however, the SEC works on behalf of the large financial companies under its purview. As a result, when consumers demand that companies be held accountable for misleading investors ... Continue reading this article…

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Personal Balance Sheet, October 2011 ($373,552, +9.2%)

by Flexo
Net Worth Balance Sheet, October 2011

I’ve been tracking my net worth and keeping my finances updated in personal finance management software since July 2003. I’ve done this mainly for myself. Posting my finances online helps make the numbers real. I use these monthly reports to hold myself accountable. If I write publicly about spending more in a budget category than ... Continue reading this article…

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The Best Holiday Gift: A Shared Experience

by Flexo
Wrapped Gift

You’ll never reach the top level in Abraham Maslow’s hierarchy of needs, self-actualization, if you concern yourself with your possessions. If you focus on acquiring gadgets, showering your children with toys, or achieving other materialistic pursuits, if you do so while neglecting the pursuit of including satisfying experiences in your life, you can never reach ... Continue reading this article…

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New Capital Fund Pays Entrepreneurs’ Student Loans

by Flexo

A new venture capital firm is looking for a few — one hundred in the first five years — entrepreneurs from the recent crop of former students and people their age. Gen Y Capital Partners is looking for investment opportunities — “For Gen Y, by Gen Y” — to help start-up businesses grow. Any entrepreneur ... Continue reading this article…

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