One of the “perks” my employer offers is a business casual work environment - for men this means khakis and polo shirts or blue button-downs. For woman it means, well, I’m not sure, but based on what I see around the office it means as long as you aren’t wearing cutoffs and a tube top, […]
The Great Flood of 2008 continues.
Evidently, all of the major rivers in my state are going to crest as we’re expecting even more rain. Bridges have been closed and mandatory evacuations are being ordered in nearby neighborhoods and towns. Several county roads and bridges are already washed out. Because we’re on relatively high ground, we shouldn’t experience major flooding at our […]
It’s not difficult to succeed in business - I’m often shocked by how little effort it takes to get promoted in most organizations. Here are my six tips for moving up the corporate ladder (even during an economic downturn):
1. Be a joiner
I started doing this early in my career and I’m still doing it today: I […]
I celebrated a birthday earlier this week and I think I made a big career mistake during the festivities.
I told my boss the year I was born.
His reaction was, “‘What?! You’re kidding, right? Wow, you’re young. I thought you were at least five years older than that!”
Looking back, maybe I should have been offended by […]
If you’re nearing retirement age and panicking about the fact that you don’t have enough saved to enjoy a comfortable retirement, you’re not alone. Generally, those between the ages of 50 and 65 are in denial about how much they’ll really need to have saved to maintain their current lifestyle after they retire, and much […]
Last week Penelope Trunk wrote about her decision to hire a house manager and I have been fascinated with the idea ever sense. I have no business hiring someone to take care of household stuff given my current financial state - but it would be so wonderful to have someone on the payroll to take […]
Here are the “answers” to the acronym quiz.
If you want to sound like a banker or financial services professional, get to know these well. The trick is being able to use them without sounding like a complete jackass. I was actually in a meeting the other day and said, “I want to see the CBA […]
Think you know finance? Here’s a little test for you :
All of the acronyms listed below are commonly used in the financial services industry - I haven’t included any that are proprietary to the institution where I work.
I’ll post the “solutions” tomorrow. No cheating via search engine, and good luck!
ACH
ADD
ADEA
AD&D
ALCO
AMEX
ARM
ASA
AUM
CBT
CCT
CFP
CIP
CMBS
CODA
COLA
COLI
CPA
CPC
CRM
CYC
DB
DC
DOB
DOE
DOL
DOT
DTI
DYE
EA
EFT
ERISA
ESOP
ESOT
ESPP
ETF
ETI
EWC
FASB
FDIC
FHLM(C)
FIFO
FLMI
FMLA
FSA
FUTA
FYE
GATT
GLB(A)
GWO
HCE
HDHP
HELOC
HSA
IDA
IE
IEM
IPO
IRA
IRC
IRS
J&S
KSOP
LIBOR
LOB
LOC
LOMA
LTD
MP
MVA
NAIC
NASD
NAV
NFP
NQ
NRA
NSF
NYSE
OASDI
OBRA
ODP
OTC
OTS
POP
PV
RCB
REA
REIT
RESA
RFI
RFP
RIA
RM
ROR
RPA
S & P
SAFO
SDOB
SEC
SIMPLE
SME
SSN
STD
TDA
TPA
YTM
My employer often advocates the benefits of having the proper work-life balance. If I had the energy, I would get worked up into a frenzy over the sub-text of this “balance.” The way I understand it, my managers are all for family time and flexible schedules for employees who have children or unusual family situations […]
I have been in my job for all of two days and I can see that it’s going to have a significant impact on my financial situation. Here is a list of some of the biggies:
A shorter commute
I am working for the same corporation, but in a different building, and my drive has changed. Instead […]