Finance is Fun

with Marion R. Syversen, MBA


  • Talking About Wills

    Talking About Wills

    I like a plan. I'd feel better if you have one , too. Especially when life circumstances are tumultuous as in the case of illness and death. Testamentary will - this is the will that you are...

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  • Financial Independence!

    Financial Independence!

    All of us want o be free. But we're not free if our money controls us because we don't control it with wisdom. Here are some steps to take to be financially free. Have a budget- If you've know...

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  •  How Are You Doing on Your Resolutions?

    How Are You Doing on Your Resolutions?

    In January we talked about a Fidelity survey and the top three financial resolutions. Halfway through the year I thought it would a good time to revisit them and see if maybe we need to do a...

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  •  Kids and Credit

    Kids and Credit

    When is too early to teach kids about manners or values? It's never too early. You just need age-speciifc lessons. That's what I think about financial education. It's never too early but we need...

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    Making Plans for Retirement

    Not all of us plan well for our retirements. Some of us save. But we don't plan our LIVES in retirement. Identity- When we meet a kid we ask, so what grade are you in? We humans initially...

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  • Financially Savvy Kids

    Financially Savvy Kids

    Our kids. We hope that their lives will be free of trouble and pain. Especially, free of any trouble of their own making. If we neglect our kids financial education they may stumble. Let's talk...

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  • Small Business Owners and Retirement

    Small Business Owners and Retirement

    So, you work for yourself. Yeah, me, too. We balance a lot of hats, many responsibilities. And we are good at some of what we do, and not all. One thing we tend to do in invest in our...

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    A Look at Risk Tolerance

    There is no one way, no 'right answer' when it comes to investing. But there are some important things to know and risk tolerance is key. Your risk tolerance- Gauged generally with a...

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  •  Tips for Graduates

    Tips for Graduates

    It's your life- Ready or not, it's now time to fully grab hold of your financial life. You need to know your credit score, understand savings and checking accounts and rates of interest...

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  • Four Most Common Financial Mistakes

    Four Most Common Financial Mistakes

    Budget- Not HAVING a Budget- According to this report, over HAL of Americans report not having a budget and 20% have no idea how much they spend on housing food and entertainment. No one has so...

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