Top 5: What should you do with your tax refund?

Question. Hi, I filed my taxes a little while ago, and just recently received my tax refund. It’s significantly more than expected, and I’m wondering if you have any suggestions on what I should do? I want to enjoy some of it, because I feel like it’s “free money” that wasn’t previously accounted for in my budget. But I also […]

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Buying a House? Top 5 Things to Consider

Question. Hi, I’ve been renting an apartment for the past few years, and it’s great. However, I’m wondering if I should buy something instead? Many of my friends have recently bought houses, and they’re encouraging me to do the same. I guess it seems like a natural progression to buy something eventually, but I really like my apartment, and so […]

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Newlyweds and Household Finances

Question. Hi, my fiancé and I are getting married this summer, and I’m looking for some advice on the best way to setup our household finances. Until now, we’ve maintained separate finances and bank accounts. However, we’ve just recently purchased a house, so in addition to the mortgage, we’re going to have a lot more shared expenses. I should also […]

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Keep Calm and Stay Invested

Question: What is going on in the markets right now?! I don’t know what’s happening but I don’t want to see my account go down like this. Do you think now is a good time to sell? Answer: Indeed, it seems Mr. Market is has stopped taking his medication and is throwing a tantrum again. What’s going on? On the afternoon of […]

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