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Dollars and Good Sense provides valuable tips and insight on how to better manage your finances. We always want to see our clients grow in their knowledge of their own personal finances.

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24 February 2019

Joint Accounts: What You Need to Know 

How can I have a joint account, but still know my money is safe?  This is the thought many of us have pondered, as we are asked whether or not we wish to add someone to our account, by our respective financial advisor.  We have heard the stories where people have regretted this decision, because their trust was abused.  

11 February 2019

Talking Money With Your Honey

Are you good at talking about money with your honey? We all want our love story to read “and they lived happily ever after.”  Having financial harmony is critical to this.  So here are some suggested ways to talk money with your honey:  

21 December 2018

Have a Blast and Make the Money Last

The air is filled with carols and the change in temperature and the bright lights are a giveaway that “gee wiz, it’s Christmas.” You probably have made your list and checked it twice. Christmas is a time when we have a blast, easily forgetting diets and budgets.  With a little extra exercise, you will be able to shed the extra Christmas weight, but shedding that extra debt, may not be so easy.

21 December 2018

Investing in Real Estate with less than J$16K

The average investor with an interest in “getting a piece of the (proverbial) real estate pie” can enjoy a slice of the returns and benefits with an investment of just J$15,500, in the JMMB Optimum Capital Real Estate unit trust fund.

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