Financial Advice

Tired of always thinking about bills and expenses? Tired of always running out of money? It’s time for you to change your financial life for the better and Modest Money is here to give you great financial advice. Check these posts out now.

  • How Important is Long-Term Care Insurance for Retirees?

How Important is Long-Term Care Insurance for Retirees?

By |February 4th, 2016|

Those who are about to retire know and worry about the fact that at some point, they will need medical care, probably for an extended period. This could be in the form of home-based care or being cared for at a medical center, but either way, the expenses associated with medical and health care […]

  • Why You Should Date Your Financial Advisor

Why You Should Date Your Financial Advisor

By |January 30th, 2016|

In my last post, “Demystifying Financial Advisors”, I talked about why it is a good idea to get a financial advisor, what types of advisors are available to you, and how much they cost. In the next video in the series, I discuss how you can find the right financial advisor for you and […]

  • Demystifying Financial Advisors

Demystifying Financial Advisors

By |January 22nd, 2016|

When I was working at JPMorgan Asset Management several years ago, I once ran into LL Cool J in the elevator. He was at the bank because he was one of our clients. Running into a celebrity at my job had me on cloud 9 for about a month (and what female wouldn’t be […]

  • The Best Measures You Can Use for Asset Protection

The Best Measures You Can Use for Asset Protection

By |January 19th, 2016|

If your assets are not protected a simple law suit can put a huge dent in your bank account, or worse. Realistically everything you have achieved financially can be taken away with the smallest of moves from people who either have it out for you or just think you are an easy target.

Something as […]

  • Modest Money’s LifeLock Review 2015

Modest Money’s LifeLock Review 2015

By |December 18th, 2015|

Identity Theft is real, we’re reminded time and time again. After millions of American consumers had their credit card info stolen through major retailers like Target, it’s hard to imagine who hasn’t had their identity theft stolen, at least to some extent. But as identity thieves have become more sophisticated, so have efforts to […]

  • JFK Dallas Number Plates Sold for $100k. What Could Your Plates be Worth?

JFK Dallas Number Plates Sold for $100k. What Could Your Plates be Worth?

By |December 15th, 2015|

Early last month, the license plates from the limousine in which JFK took his fateful final journey were sold at auction for an astonishing $100,000. When the car went in for reinforcement work, Willard Hess, the owner of the mechanics company, kept hold of the plates. He passed them on to his daughter Jane […]

  • Five Financial Things to Do Before Year End

Five Financial Things to Do Before Year End

By |November 24th, 2015|

By Linda Davis Taylor,
Author of The Business of Family: How to Stay Rich for Generations

The end of a year is filled with so many things — holidays and family, goal-review and goal-setting, and decluttering (closets, desks and paperwork) so you can start your new year organized. While it can be challenging to get everything […]

  • 10 Ways to Protect Your Online Identity

10 Ways to Protect Your Online Identity

By |November 23rd, 2015|

The safety of personal identity and information is a growing concern. As identity theft techniques become more sophisticated, so must our methods of staying secure. Because this information can encompass your finances, your location, your activities, and your communications, it’s very important to make it inaccessible to prying eyes. If your online identity has […]

  • Passive Saving as an Alternative to Frugality

Passive Saving as an Alternative to Frugality

By |November 11th, 2015|

In the personal finance blogosphere, you see a lot about frugality. Frugal living is essential for many people to achieve financial stability, but it’s not something I talk about very much. That’s because it is possible for most people to achieve a balanced budget without having to live like an ascetic. That’s why I […]

  • Identity Theft Nightmares

Identity Theft Nightmares

By |October 31st, 2015|

If you go to Justice.gov, there is some riveting prose telling the stories of Ruth Roe, Beth Boe, and Janet Doe (among others) and their catastrophic brushes with identity theft! And why does the Government want you to know about the consequences of identity theft? Because varying degrees of identity theft happen to about […]