Blog

  • 6 Ways to Take the “Bite” Out of Visiting the Big Apple

    August 31, 2015|By David Lester

    I just came back from NYC and I wanted to pass on some of my money saving strategies.  I saved money on everything from dining, roaming, hotels, attractions to my cell phone bill.  It is easy to spend a ton in NYC with the exchange rate and higher Manhattan prices and after many trips I’ve […]

  • 3 Easy Investment Lessons

    August 18, 2015|By David Lester

    When I was 9 I had my first mutual fund.  My Grandma and Grandpa had given me money and I took it to my parents’s financial planner to invest.  I had been reading up on mutual funds and knew that “diversification was the only free lunch in investing”.  I’d sit for hours and MANUALLY enter […]

  • Plato, Money, and the Ideal Life

    August 10, 2015|By David Lester

    A great way to focus your money and efforts is to set solid goals for yourself.  This time, instead of just writing down the same old stuff like going to the gym and reading more — blow out your ideal life.  Plato wrote about his theory on True Forms and I’ve applied it to people’s […]

  • Keep a Money Diary and Profit

    August 4, 2015|By David Lester

      Keep a Money Diary Everyday and Become Better with it. I have had a money diary for as long as I can remember.  I like to write down things like new investment ideas, work ideas, my goals and net worth target for the year.  When I’m on vacation I use my diary to write […]

  • 5 Ways to Save a TON in Mortgage Interest

    July 27, 2015|By David Lester

      When I was a banker we had this tool to show you how much you’d pay in interest over the amortization.  When you look at the bottom of the chart I always liked to point out that you basically pay the same amount in interest as you took out on a mortgage at an […]

  • 5 Money Lessons to Teach Your Kids

    July 22, 2015|By David Lester

    When I was a kid I LOVED money.  My mom says my first word was “Penny” and I was always enamoured by it.  When I played Robin Hood I always wanted to be the Sheriff of Nottingham and I’d tax collect from all my stuffed animals.  I’d then sit for hours rolling coins that my […]

  • Debt Busting Tips For Millennials

    July 15, 2015|By David Lester

    When you’re falling asleep isn’t it always the thought of credit card debt that comes to mind? The best way to deal with that anxiety is with a plan. A plan to stop the bleeding money, set spending thresholds and eliminate that debt! Below I’ve outlined my best strategies to flex your money muscle and […]

  • 5 Millennial Money Hacks

    July 8, 2015|By David Lester

    Happy halfway through the year! How has your year been going financially?  Did you get the promotion you were hoping for?  Have you been paying down your debt and getting on top of your money?  If the answer is no, that’s ok, because we still have six more months to go until next year!  So […]

  • 5 Ways to Save Money With Your Phone

    July 2, 2015|By David Lester

    I love my smartphone!  I go to bed after scrolling through Facebook and LinkedIn posts.  I wake up to Instagram photos of what I got up to last night and figure out who I need to send apology texts to after a crazy night out.  It tells me how many calories I’ve consumed AND calculates […]

  • 7 Tips to Come Out of University Financially Set

    June 24, 2015|By David Lester

      The start of summer is the last time that students want to think about university and their future, but the time is right to start building a plan. With school getting more expensive and good jobs hard to get when you graduate it’s crucial to put some strategies in place. Here are my top […]

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