Financial Tips for Parents of College Grads

A new wave of college graduates were introduced to the “real world” last month.  The good news is that according to the National Association of College and Employers, employers are expecting to hire 19% more recent college graduates this year than last.  The bad news is that college graduates come out of college with an [...]

June 13th, 2011|

Coupon Bug: A Financial Planner Analyzes His Wife’s Habit

As food and gas prices rise, store packaging contains lesser product than before, and television shows like “Extreme Couponing” on TLC pop up, many families have jumped on the coupon-clipping bandwagon.  My own wife became interested in clipping coupons and following associated blogs/deal websites several months ago.  We were thrilled with the savings (and still [...]

June 13th, 2011|

Deal Sites: Are All Deals Good Deals?

Guest Blog Post from Angie Chladek, SVP Marketing and Communications The recent craze of Groupon, or deep discount-type websites, really piqued my interest in the beginning.  I was blown away that they could discount products and services by half, and jumped on the bandwagon to promote the deals.  We’ve even purchased from many of the [...]

April 4th, 2011|

Tips for Using Coupons Effectively

This is a guest blog post from my wife and Chladek Wealth Management SVP of Marketing, Angie Chladek.  I consider her our "Chief Home Economist" and believe that her tips will be highly valuable to others as well. I’ve always been skeptical of using coupons.  In lieu of clipping coupons, I have always opted to purchase [...]

March 2nd, 2011|

To Rent or Buy: That is the Question…

One of the most important decisions for a newlywed couple, a family in transition, or anyone who relocates to a new city is whether to buy or rent a home.  People often say that they want to buy a home to begin building equity.  However, there are many expenses outside of a mortgage payment that [...]

February 1st, 2011|

Raising Charitable Children

Charitable giving is a topic that my wife and I are passionate about. We enjoy giving back and appreciate the opportunities we’ve had to do so.  Owning a financial planning firm for families brings with it a certain level of obligation in this regard.  It is our duty to make sure we talk to our [...]

September 9th, 2010|

Coordinate Weekly Expenses Using an Online Calendar

My wife and I each have several time-intense commitments outside of our family (just read our bios). Not to mention the fact that we have a one-year-old, who needs regular well-visits to the doctor, has Parents as Teachers appointments every six weeks, and play dates to manage.  We also have two mini-dachshunds who need regular shots, [...]

June 7th, 2010|

Fun Forecasting: What are you doing to enjoy your life?

So, I’m a financial planner, but most all of my friends and family know that I also love to kick back in my flip flops and just enjoy a day.  Don’t we all? Which begs the question - what are you doing to enjoy your life? Most people believe that financial planning is focused solely on [...]

May 17th, 2010|

Money Tips for Graduating High School Seniors Article

With graduation season upon us, the information in the article linked below is particularly timely.  Students entering college have a unique situation in that they have rarely made large financial mistakes yet and they have the opportunity to mold their financial future.  I recently provided a money tip for high school seniors to Dave Carpenter, of the [...]

May 12th, 2010|

How Buffett Taught His Kids About Money

Happy Financial Literacy Month!  Raising financially literate kids and training yourself to not give in to their every whim is hard.  You endure screaming, anger, and tears.  I recently stumbled upon a great article, written by Warren Buffett’s son, Peter, that illustrates the philosophy behind how we hope to raise our own children.  I hope [...]

April 6th, 2010|