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15 Feb 2024 Credit Cards as Small Wins

Posted at 17:49h in The Friday Brief by Daniel Logan, CFP®

There are a lot of ways that small decisions can add up in your financial life to make a difference over the long haul. One of those small wins is optimizing the credit card that you use for day-to-day spending. A caveat at the beginning...

04 Jan 2024 Haste Makes Waste

Posted at 19:58h in The Friday Brief by Daniel Logan, CFP®

As the new year begins, many people quickly write down a few goals they want to achieve for the year. While this is a fun thing to do, this Brief isn’t strictly another of the many goals blogs you have likely been inundated with over...

16 Nov 2023 Mint Alternatives: Making Cents of the Options

Posted at 14:00h in The Friday Brief by Daniel Logan, CFP®

By now you have likely heard the news that Mint, the well-known budgeting app, is discontinuing at the end of the year. Part of it will be rolled into Credit Karma (owned by Intuit), but most of the budgeting features will cease to exist. It...

19 Oct 2023 The Lessons of the Crowd

Posted at 17:40h in The Friday Brief by Daniel Logan, CFP®

I recently visited Boone, NC and was able to make a trip to Grandfather Mountain where I enjoyed taking in the beauty of Fall. As I was admiring the changing leaves, I walked past a car in the parking lot that had a "ROBNHD" license...