About this site

I have always been interested in finance. I remember when I was a kid, I looked at the stock pages and tried to understand what the meaning of all these small tables were. Page after page of companies. Some I heard of and like, Pepsi, Frito-Lay, but most I hadn’t.

After graduating college I got my first job, the one I wanted the most. Working for a large mutual fund company in Baltimore. Every day I talked to new and existing investors. Many of these accounts were for their children in UGMA/UTMA accounts, most of which were to be used for college.

Now I have my own kids and it is now my turn to open accounts for their futures. There are new investment plans and vehicles that did not exist when I worked at that mutual fund house. So I spent a huge amount of time researching the best options (Not only for their well-being, but also because investments and finance are my passion!).

After getting my own family finances and financial plan together for my family, I helped other friends and family. Many of them suggested I start a site describing my experiences and boiling down investment, budgeting, saving concepts to others.

This site is the result. I hope you enjoy it and come back, because I am always adding new information that you can use.

P.S. – Feel free to send me an email if you have questions or comments about this site.