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November 8, 2019 by Michelle Morris

Just Because you have a Coupon Doesn’t Mean you Should Go Shopping – and Other Useful Money Rules

When I tell people I am a financial advisor, they sometimes ask the inevitable question: “Do you have any hot stock tips?” The GI doctor about to do my screening colonoscopy asked me this while I was lying in the fetal position. Awkward!

No, I do not have any stock tips – hot or cold.

But I do have some important advice about achieving financial independence.

It’s just five words. Are you ready?

Recently a client brought me a book highlighting this advice.

She was at an event and the AARP was giving free books to members. She knew I would like it, so she got one for me!  I have the best clients. Thanks Anne M.!

Money Rules – The Simple Path to Lifelong Security by Jean Chatzky.

My client was knows me pretty well – I love this book.

There are 94 rules divided into 7 parts.

Part 1 – Make Money

Part 2 – Save Money

Rule #10 here is my rule said a different way:  Live below your means. Period.

Part 3
– Avoid (Most) Debt

Part 4 – Spend Wisely

Part 5 – Invest for Tomorrow

Part 6 – Cover your Assets

Part 7 – Do’s and Don’ts

From Part 4 on Spending Wisely:

Rule #35 – Just because you have a coupon doesn’t mean you should go shopping.

Rule #41 – When it’s 50% off, it’s still 50% on.

Great advice!

This is my bonus book giveaway this month, in addition to my usual book giveaway below!

I am giving away two copies. If you would like to read the other 91 rules shoot me an email at michelle@briofp.com.

Topics: Filed Under: Spending

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  • Four Years Later – Micro Investing with Acorns

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From the Blog

  • Capture Those Dollars!
  • Good News for Savers in 2023
  • How Will You Pay Your Taxes in Retirement?

Important Legal Information

Investment advisory products and services are offered through advisory representatives of BRIO Financial Planning, an investment advisor registered with the Commonwealth of Massachusetts.

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Contact Us

Michelle Morris, CFP® EA
BRIO Financial Planning
1073 Hancock St. #101
Quincy, MA 02169

michelle@briofp.com
617-934-0419 (phone)
617-934-1933 (fax)

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