Author Archives: Kim Butler

Financial Documents: Make Your List and Check it Twice

Sometime in late December, a flurry of financial documents will begin arriving via the U.S. Postal Service – or, in some cases, appear in your e-mail in-box. This small blizzard of annual statements, required notifications and transaction reports may continue … Continue reading

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Enjoy the Season without Sabotaging Your Savings: Holiday Survival Tips for Your Budget

“Oh, for the good old days when people would stop Christmas shopping when they ran out of money.” ~Author Unknown The holidays are a time for goodwill, meaningful celebrations, and time with the ones you love. Unfortunately, it’s also a … Continue reading

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The True Cost of Financial Mistakes

“More people would learn from their mistakes if they weren’t so busy denying that they made them.” -Anonymous Have You Ever Made a Bad Financial Decision? A September 18, 2012, press release for a Consumer Federation of America report revealed … Continue reading

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Passive Income: Why Cash FLOW is King (even if you’re not retiring)

“Happiness is positive cash flow.” -Fred Adler, venture capitalist. From a financial perspective, the goal of retirement planning is providing passive income. Passive income is income that is not derived from one’s labor, though there may have been plenty of … Continue reading

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Paying it Forward: A Thanksgiving Story

This week, Kate Phillips of

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Leaving a Legacy of More than Money

“A very rich person should leave his kids enough to do anything, but not enough to do nothing.” -Warren Buffet, as quoted in a September 29, 1986 interview with Fortune. An inheritance can be an enormous blessing, and yet, for … Continue reading

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The Changing Face of Philanthropy

“Surplus wealth is a sacred trust which its possessor is bound to administer in his lifetime for the good of the community.” -Andrew Carnegie, from his essay, “The Gospel of Wealth” What does a philanthropist look like? Forbes Magazine recently … Continue reading

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