Finance is Fun

with Marion R. Syversen, MBA


  • Consumer Confidence

    Consumer Confidence

    The consumer confidence index 'fell' in August to the lowest point since October of 2011. Why should I care? What does it mean? What is the Consumer Confidence Index? - This is an economic...

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  • Questions to ask about Retirement

    Questions to ask about Retirement

    Apparently we are living and loving and not talking about some things, like retirement. One survey found that 41% of partners DISAGREED about if one of you would work in retirement and almost that...

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    Finance is Fun: September 11, 2012

    Individuals are responsible for most of our own savings. Through 401ks and the like we have to manage the world of investing and that can be very difficult when you don’t have much time to teach...

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  •  Men, Women & Investing

    Men, Women & Investing

    Another survey, by the Bank of Montreal, this time about men and women and who beats whom on investing. It turns out it's better for both with an advisor. Men: More...

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  • A New Look at Investing Theories

    A New Look at Investing Theories

    I went to school for finance. Investing experts are always hoping to find the elusive mathematical equation that permits investing with NO RISK and a HIGH RETURN. I have studied the experts'...

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  • Talk to Kids About Retirement Now...Really.

    Talk to Kids About Retirement Now...Really.

    I love surveys. They are just a wealth of awesome information. One recent survey found that more people believe in ALIENS ON OTHER PLANETS than believe Social Security will still exist for their...

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  •  7 Retirement Tips

    7 Retirement Tips

    Sometimes planning can feel overwhelming. Where to start? Follow this yellow-brick road with tips from the Society of Actuaries. 7 Tips: Net worth Hedge risk Income vs....

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  • Making a Student Budget

    Making a Student Budget

    Got a student ready for college? Maybe you could help them figuring out their budget with this basic information. Income: Job Parent ...

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  • Annuities

    Annuities

    With pensions a thing of the past for many Mainers, annuities have become more popular. Annuities have been around since Roman times, so they are not a new concept. Though expensive, their...

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  • How Couples Mess-up Finances

    How Couples Mess-up Finances

    An article in Reuters provided some eye-opening statistics and suggested your money & relationship strategy. The Problem- People who fight about money ONCE a WEEK are 30% more likely to get...

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