The Blue Blaze

The Path To Awesome Part 3 or, Good Debt? You Bet!

Posted by John Munley on Aug 11, 2017 2:54:07 PM

 

Read More

Topics: Financial life guidance, Parents and Children

The Path to Awesome: Top Three Financial Habits to Help You on Your Way - Part 1

Posted by John Munley on Jul 18, 2017 7:33:00 AM

 

John Munley and his daughter, Sarah, on their way to Sarah's moving up ceremony. 

My daughter recently had her moving up ceremony during which she and her class celebrated “graduating” from elementary school and starting their middle school years in the fall.  During the ceremony, the principal addressed the parents and students, quoting Robby Novak. Novak, who also goes by the name, Kid President, is a 13-year-old boy who, despite living with osteogenesis imperfecta, a rare genetic disorder that makes his bones extremely brittle, has built an online empire using his intelligence, charm, wit and boundless optimism to inspire others.

Read More

Topics: Financial life guidance, Parents and Children

So Your Teenager Got Her First Job – Now What?

Posted by John Munley on Jun 12, 2017 9:17:48 AM

My twin daughters got their first real jobs last summer, a common rite of passage through adolescence and good preparation for increased independence as they began their college adventure. I was a very proud parent. My kids would finally earn their own money and learn responsibility – or so I thought.

Read More

Topics: Financial life guidance

Setting a Goal? Learn How To Start a Campfire First

Posted by Frankie Corrado on Apr 6, 2017 7:46:48 AM

When you were a kid, there were probably moments in life you couldn’t wait for. You know those times when you had butterflies in your stomach and couldn’t sleep at night because you were oozing with excitement and anticipation of that summer vacation, trip to Disney World, Christmas morning, or that big movie premiere.

Read More

Topics: Financial life guidance

It’s Your Life, Here’s How to Find What You’re Looking For

Posted by Frankie Corrado on Mar 20, 2017 10:40:47 AM

 When you sit down with a financial advisor, you’re not expecting to be asked questions like, “What is your ideal life?” or “What things are most meaningful to you?”

Those types of questions are reserved for Oprah interviews, not financial planning sessions. You’re expecting to discuss investments, assets, tax returns, debt and retirement planning. What do those deep and probing inquiries have to do with managing your money?

Read More

Topics: Financial life guidance, Goal Setting, Hiking

How to Figure Out (and Achieve) What You Want in Life and Money

Posted by Frankie Corrado on Mar 10, 2017 5:00:00 AM

No one wants to grow up to be a goal setter. But somewhere between high school and college graduation we realize, if we want to be that marine biologist or that fire fighter we always hoped for, we’re going to have to set a goal.

Read More

Topics: Financial life guidance, Goal Setting, First Home, Hiking

Newly Moneyed Millennials Want Robo Investors. Really?

Posted by Frankie Corrado on Feb 23, 2017 12:18:55 PM

According to Bloomberg Businessweek, a venture backed startup is banking on the notion that millennials with money to invest want options that align closely with their social values and that they would rather use a robo advisor than a flesh and blood financial expert.

Read More

Topics: Financial life guidance, Financial Services, Millennials

The Financial Services Industry is Charging You All Wrong

Posted by Frankie Corrado on Jan 26, 2017 1:54:59 PM

If you’ve always had a sneaking suspicion that your financial advisor is profiting from his advice to you, you’re probably right.

Read More

Topics: Financial life guidance, Financial Services, Pricing

What is Financial Life Guidance? A New Start for Bryan

Posted by Sarah Robbins on Jan 18, 2017 11:13:46 AM

Bryan is a numbers guy. One day during the first leg of his 3 hour commute Bryan* thought it would be fun to calculate how long he spent commuting to the city during his 20+ years trading on Wall Street. The answer jolted him: 304 days. He had spent nearly one year of his life on the train.

Read More

Topics: Career changes, Financial life guidance