Here are some things that I read recently that I wanted to share my thoughts on: Essentialism (Book Summary) (Sloww.com, by Kyle Kowalski) I just finished the audiobook titled Essentialism, authored by Greg McKeown. I recommend it to anyone who wants to get a better grip on their time and is looking to simplify things in their…
Personal Loans, Advice About Money, and Your Social Security Statement
Here are some things that I read recently that I wanted to share my thoughts on: How A Personal Loan Helps Save You Money (Forbes, by Zack Friedman) With the growing popularity of personal loans, and online lending predominantly, I am often asked my opinion so I wanted to weigh in with some comments. If someone is…
Why Advisors End Relationships, How to Save Money, and Employers Have to Give More
Here are some things that I read recently that I wanted to share my thoughts on: Why advisors end client relationships (Financial-Planning.com, by Amanda Schiavo) Many articles are written about how consumers can choose financial advisors, as well as reasons to search for a new advisor. Not as frequently discussed – the other side of the…
France’s World Cup Bonus, Why Young Adults are Broke, and is Life Insurance a Smart Investment
Here are some things that I read recently that I wanted to share my thoughts on: France Just Won the World Cup. Here’s How Much Their Players Get (Time.com, by Julia Glum) How many of us dream big (me!) and aspire to play in the World Cup? Or if you are already past your prime (like me)…
Q2 – 2018: Brandon’s Quarterly Market Commentary
Q2 – 2018: Brandon’s Quarterly Market Commentary Markets improved in Q2 and finished modestly higher by most measures. This volatility in 2018 has ticked higher and we’ve heard rumblings such as “trade war”, “rising interest rates”, and “North Korea nuclear situation”. Since we appear to be in the alter stages of a long bull market, it’s…
Your Money or Your Life
Here’s something that I read recently that I wanted to share/discuss: Your Money or Your Life (NY Times Best Seller, by Vicki Robin) Some people say this book Your Money or Your Life is one of the most influential books that exist in the realm of financial self-improvement. Vicki Robin co-authored the original book back in 1992, and she’s since made several updates to…
Lessons Learned from Dads, Planning When Couples Have Signficant Age Gap, and What are TIPS?
In no particular order, here’s a few interesting things I read recently that I wanted to share: 5 money — and life — lessons learned from dads (Marketwatch’s Outside the Box, by Ben Luthi) Because I am a father of two young girls, I am more observant to articles written that pertain to Father’s Day weekend than I…
529 Plans, The Bucket Approach in Retirement, and Emergency Fund Lessons
In no particular order, here’s a few interesting things I read recently that I wanted to share: Saving in a 529 is great, for those who can afford it (CNBC, by Jessica Dickler and Sharon Eperson) Since the IRS created Section 529 of the Internal Revenue Code in 2006, this qualified tuition program (better known as…
Use Your Tax Return to Plan, Planning for Child with Special Needs, Retiree Trends
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: Use Your Tax Return to Map Out a Better Financial Future (Liz Weston, NerdWallet) This past week, I reviewed my 2017 tax return and played around with an online tax calculator to see what the 2018 tax…
Between Me and Stupid, Disability Awareness Month, and Into the Fire
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: Between Me and Stupid (Medium, by Carl Richards) As I have mentioned previously, I listen a dozen podcasts weekly…and hundreds annually. Carl Richards is one that I listen to (called “Behavior Gap Radio”), and many people know…