Author Archives: Pat Moran

Do’s and Don’ts of Spending Money Outside of U.S.


Just last month, I took a ten-day business trip to Australia. I was eager to see the sights and spend time doing business in a beautiful landscape, but I also wanted to be smart about my money while abroad. To make sure that I wouldn’t overpay for my business and personal expenses on this trip,… Read More →

Dos and Don’ts when Paying for College

college graduates

Back to school specials are about to take over our shopping experiences once again, but for many high school students, this is also the time to start shopping for college. It takes more than clipping out a coupon to make sure you get a good deal. To many, it can seem so intimidating that many… Read More →

Dos and Don’ts When Buying Life Insurance


“Life insurance is a terrible investment,” it’s “too expensive” and “the fees and commissions are a rip-off”. Sound familiar? Too bad it isn’t true. Life insurance can actually be a perfect way to diversify your portfolio while growing and compounding your money, tax-free. Most people don’t realize all that it has to offer – like… Read More →

Dos and Don’ts with Your Tax Dollar


With April 15th right around the corner, some of us are anxiously anticipating a tax refund check. As a matter of fact, according to CNN Money, the average tax refund is about $3,000. If you’re lucky enough to be part of this group, what do you do next? I would like to give you some… Read More →