Financial Planning


Live Like A Boss On Any Salary

Hello Sophisticated Spenders! When I got my first summer job 23 years ago, I spent that money faster than you can say supercalifragilisticexpialidocious. Over that 23 year span I held over 30 jobs and I learned valuable lessons at every single one. Here are a few ways to maximize your income […]

boss, maximize, salary

finhealthmatters, sophisticated, spender

What Financial Health Means To Me 3

Hello Sophisticated Spenders! Today is #FinHealthMatters Day! 53% of US consumers have less than three months of income saved. Your financial health is just as important as your physical (and mental) health. The Financial Bloggers conference has teamed up with the Center for Financial Services Innovation to have a HUGE […]


Road To Financial Wellness Articles

Hello Sophisticated Spenders! The following blog post is part of The Road to Financial Wellness blog tour. The Road to Financial Wellness is a three-month, grassroots campaign promoting financial empowerment on a national level and encourages people to pursue their dream lifestyle. Find out more about local events near you. […]


Wealthometer: 1 Year Later 1

Hello Sophisticated Spenders! Last year, I came across a cool wealthometer! The wealthometer answers an important question: What is your position in the US distribution of wealth? Here’s how it works: You enter your information. Take a guess at where you fit compared to others. Find out your wealth compared […]

wealth, wealthometer, sophisticated, spender

guy looking at water, millionaire, club, sophisticated, spender

How Are You Getting Into The Millionaire Club? 2

Hello Sophisticated Spenders! So this weekend, I was introduced as follows: Person A: I’d like for you to meet the Sophisticated Spender and she’s gonna be the next millionaire! Person B: Oh really! What’s your plan? Me: Blank stare for what felt like an hour-then my brain woke up and […]


Road to the Financial Four! 2

Hello Sophisticated Spenders! We have (un)officially reached the end of March Madness. Filling out this financial bracket was fun.  Shout out to the National Endowment for Financial Education.  They created this cool bracket. This year’s bracket was divided into 4 groups: Growing Your Money Protecting What You Have Learning & […]

march madness, bracket, financial four, final four, sophisticated spender

Road to Financial Four! Sweet Sixteen

Hello Sophisticated Spenders! March Madness is upon us and I’ve filled out the rest of my bracket. The road to the financial four isn’t easy. It’s ALWAYS a good idea to review your finances and priorities. I recommend you whip one of these out on your next date, at the […]


What Are Your Financial Priorities?

Hello Sophisticated Spenders! I received a really cool tool from the NEFE (National Endowment for Financial Education). In the spirit of March Madness and the Road to the Final Four, they’ve created the Financial Four! Click here to fill out your very own bracket! (Here’s the pdf. I can also email […]

financial four, nefe, sophisticated spender