What Financial Planners Do(and Don’t Do)
Recently I misplaced my business debit card. This was pretty confusing because for the most part it stays safe in my wallet except to make deposits at the ATM and secondly I almost never...
Monthly Archive: July 2017
Negotiate Like An FBI Agent
Your negotiating skills come into play more often than you might realize. Whether it be negotiating your salary, the price of a car, or how much to spend on your mother-in-law’s birthday present, your...
Why An Emergency Fund Is A Great Investment
Of all the recommendations I make, the one that seems easiest for people to pooh-pooh away is keeping enough emergency savings. I get it, it’s not sexy like investing or paying off your mortgage...
Re-calibrate Your Life With These 3 Questions
Have you ever woken up one day and felt that your life wasn’t very much more than a daily grind and wondered how you got there? I recently read George Kinder’s Lighting the Torch:...
Affordable Care Tax Loophole
The United States tax code is complicated. Too complicated. Those of us in the tax preparation industry like it that way. You hear a lot about loopholes and the rich taking advantage of them,...
Are Mutual Insurance Companies Good for Policyholders?
A mutual insurance company is an insurance provider owned by its policyholders, not by shareholders. This means that the company puts its policyholders’ interests first right? Well maybe… The Good Mutual insurance companies are...
401(k) Basics
About two-thirds of American workers have access to a 401(k) plan, so there’s a good chance you’ve heard of it. As pensions fade away and the long term viability of Social Security seems less...
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