Finance
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!
Read MoreSix 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
Read MoreIs 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?
Read MoreBruce 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
Read MoreBook 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…
Read MoreBecoming Comfortable With Money
It has always amazed me how uncomfortable some people are in discussing the topic of money. My guess is that is because of how they were – or were not – exposed to the topic. Growing up I saw my Dad and Mom work hard.
Read MoreMonday Morning Motivation – Humility
Would you be a better person if you spent time focusing on the key aspects/dimensions of humility?
Read MorePaying Your Advisor To Do Nothing
Many times, that right decision is to do nothing; so, in a sense you paid your advisor to “do nothing”
Read MoreMonday Morning Motivation – Handle
Which handle are you going to grab hold of when you face your next challenge or crisis?
Read MoreFinding A Financial Advisor Even Your Mom Could Trust
You’ve come to the conclusion that you need the help of a financial advisor. Multiple friends have given you “their guys” name. You’re confused and overwhelmed. You don’t want to make the wrong choice and you’re worried that you may inadvertently hire the next Bernie Madoff. Sound familiar? That’s not surprising at all. For most…
Read More