Last December, I was compelled to launch this blog because I was fed up with the fear-mongering by some of America’s financial news celebrities. In just one recent example: CNBC trumpeted this rather irresponsible headline: “Stock Market Volatility Makes Retirement Planning ‘Impossible’”. They quoted a study by the National Institute of Retirement Security and stopped…
May is a busy month with Mother’s Day, College Graduation, and the rite of passage known as Senior Prom. Whether you understand what is happening at the time, or are just oblivious and along for the party, prom teaches us great life lessons. 1. Reservations are required – You may believe that life just happens….
Uncle SAM can help you with your yearend charitable giving. Here are two ways that you can use the tax laws to make charitable gifts and reduce your taxes at the same time. Charitable Contributions of Stock You should consider donating appreciated stock from your investment portfolio instead of cash. Your tax benefits from the…
According to Wikipedia, “I’ll show you mine if you show me yours”, is a game in which young children compare…. Well you know what I am talking about. “It is driven by curiosity and the thrill of breaking the taboo.” Just the title of the article either made you giggle or be slightly outraged. That…
Will you begin your own adventure of filling out your company benefits ahead of time? Or will you complete the package at 10 p.m. the night before it is due? Do you want to Be a Financial Olympian about your company provided health benefits? Here are my top 5 recommendations for you to Be a Financial Olympian with…
Just like the lovers in the play, most of our struggle in our financial life is in our head. Why can’t we get ahead or why can’t we do the things that our friends do? Why is our life not like the Facebook friend who is always on vacation or buying the latest fashions? How…