A Cautionary Tale of Social Engineering

It is so important to be aware and cautious about giving out credit card information. A cautionary tale indeed.

The Challenge of Culture

The pandemic has impacted the culture of many organizations. Rick got to thinking about Culture, how it is formed in a company and it is sustained...or not.

Buying a Car in Your Pajamas

If you're not interested in in-person car shopping/negotiating, purchasing a car online might be an option.

Gaming Credit Card Points

There's a world of credit cards with points, rewards, frequent flyer miles, fees or no fees. A few resources to game it out!

Is it Polite to Talk About Money?

Financial discussions can be tricky.

My Pandemic Silver Lining

While this has been a tough time for all of us, even during the pandemic, people have found the silver lining of family Zoom gatherings.

The Science of Happiness

Last fall, Rick and I had the opportunity to attend a conference hosted by eMoney (our financial planning software company). I expected excellent technical training and information; I did not expect the keynote speakers’ focus on human psychology. I came…