Archive for October, 2007

Can You Help Me Come Up With Some Retirement Trivia Questions?

Posted on Tue, 23rd October, 2007 by Jeremy (18) Comments

I’m seeking the creative minds of readers today, and I’m looking for some suggestions in coming up with retirement related trivia questions. Our annual benefits fair runs through the end of the week and I’ll be meeting with hundreds of employees and trying to educate and get people excited about and aware of their retirement [...]

You Don’t Need to Save Money–Just Use The Equity in Your Home!

Posted on Mon, 22nd October, 2007 by Jeremy (22) Comments

Does this sound foolish? It should, but what is even more foolish is that this is the advice I heard on the radio during my drive to work this morning. One of the regional banks around here was running a commercial that was basically giving this advice. I don’t have an exact transcript, but this [...]

Friday Finance Findings for October 19th

Posted on Fri, 19th October, 2007 by Jeremy (1) Comment »

Beginning next week, I will be presenting a five part podcast series sponsored by Charles Schwab and presented by About.com. This podcast series will be part of a greater promotion called “Planning Your Next Step”, which is focused on those in Generation X and Y and some of the financial issues surrounding the demographic. In [...]

Poll: What is Your Current Most Important Financial Goal?

Posted on Wed, 17th October, 2007 by Jeremy (18) Comments

I thought this week we’ll take a look at what people are currently focused on when it comes to their finances. It will be interesting to see how people at different stages in life will be focused on different goals.
For example, our primary goal right now is paying off debt. Between student loans, credit cards, [...]

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