Field Trips were an amazing time when I was a kid. I hope that didn’t change for Gabby’s Pre-K class last week. Her class, all 19 kids, came to visit my Bank last week. You can imagine the amount of pressure on a well-to-do dad like myself to impress my daughter in front of her … Continue reading
10 Tips to Get The Most From Your Banker Before you can use 10 tips to get the most from your Banker, you need to have a banker. Most of you don’t have a Banker even though we all have a bank. Whether you want a loan, to know what to do with your money, … Continue reading
5 Reasons to have a PFS Personal Financial Statement Ready to go and How to Get One What Is A PFS? A PFS or Personal Financial Statement is a snapshot of your finances including your Debts, Liabilities, Assets, and Net-worth at any given moment in time. Think of it as a Balance Sheet for People. … Continue reading
For over 2 years, the world (or at least the people in my world) have been asking for answers to why the economic system melted down. One of the best explanations of the systematic failure is in this radio story, “The Giant Pool of Money”, found on ThisAmericanLife.org. For those of you NOT in the … Continue reading
Many of us know that inflation is bad, but most of us don’t realize how it works. Paddy Hirsch gives a simple, but brilliant explanation. Watch this video and let me know what you think by leaving a comment. Interest rates from Marketplace on Vimeo.
The 5 C’s of Credit The Story of Your Business The 5 C’s of Credit will help you to tell the lender why they should INVEST in you? Tell the story and you won’t have to SELL the story. Lenders want to lend money, but they are charged with being good stewards of the money. … Continue reading