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A Private Letter from the IRS – Leveraging the 401(k) Plan to Reduce Student Loan Debt
Did you know that you can get a “private letter” from the IRS that has good news? Read on to find out a bit more about “Private Letter Rulings” (PLRs) from the IRS—plus a surprising way one company is helping employees pay off their student loan debt!
Monday Morning Motivation – Living
What does the way you are living your life say about what is in your heart?
Six Sigma and Financial Planning
Today I’m going to show you how you can apply the basics of Six Sigma to build your personal financial plan
Monday Morning Motivation – Virtue
Have you ever thought about virtue and what your thoughts say about your views on humility?
Is Your Financial Advisor In Their Right Mind?
The next time you sit down with your advisor take a look at where the focus is. Is it on the minutia of the facts and data?
Monday Morning Motivation – Supernatural
Are you willing to embrace the supernatural and move from selfishness to humility?
Bruce Lee – Expert Financial Planner
Don’t be the fool that practices 10,000 different investment strategies. Develop a solid IPS and stick with it through thick and thin
Book Summary – The Investment Answer
Gordy and Murray walks individuals through the five key decisions that individuals need to make in order to be successful as investors. See how you’re doing…