Liz Davidson's Blog, page 4

Is It Better to Rent or Own?

Before you jump on the home buying bandwagon, take some time and assess your current financial situation.

4 Things An Actuary Can Teach Us About Money

You don't need to have passed ten actuarial exams and been born financially sensible to manage finances well as a couple.

Are You Lip Syncing Through Your Financial Life?

If you are struggling with following someone else’s songbook, a great way to build your knowledge is to read anything and everything you can about personal finances.

5 Reasons Not to Put Off Your Taxes

Spending just a little bit of time now can mean less stress over the next few months.

Don’t Let a Backdoor Roth IRA Become a Trapdoor IRA

As with any financial strategy that may sound a little too good to be true, the backdoor Roth strategy comes with an expensive gotcha if not done properly.

Want to Quit Your 2016 Budget? Don’t!

The key, like with a long run, is to go slow and steady.

Your Life Partner Can Be Your Best Financial Friend

In long term, committed relationships, the synergies created by a true partnership contribute profoundly to financial well being.

What A Sleazy Financial Advisor Is Really Telling You

Some warning signs to watch for when deciding if you want to hire a financial advisor or buy something your existing financial advisor is selling are high pressure sales tactics, non-disclosure of fees, returns that sound too good to be true and the one thing we all have but don’t always pay attention to – our gut instinct.

Fix These Expenses Before They’re Fixed For You

As you can see, most of these “fixed” costs aren’t really fixed.

5 Reasons You Shouldn’t Use Your Phone to Manage Your Money

Here’s why I think we need to stop trying to find the perfect app and instead even the most Type B need to master the pen and paper or spreadsheet way of tracking money.