In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: U.S. stocks mount milestone-shattering run in 2017 (The Philadelphia Tribune, by Alex Viega) Since the final stock market trading day took place this past Friday, we can now discuss how the markets fared for the year….
Year-end Tax Strategies, Holiday Spending Tips, and Why Everybody Lies
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: Tax Changes Are Coming Next Year, but You Can Plan for Them Now (NY Times, by Paul Sullivan) Since this will be one of the last posts of the calendar year, I thought I would mention a…
Holiday Shopping Tips, Cryptocurrencies, and QSEHRA
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: 7 Money-Saving, Stress-Less Holiday Shopping Tips (Real Simple, by Maggie Shi) Since we are in the midst of holiday shopping season, I thought sharing one of these articles would be helpful… since most people have absolutely NO…
Client’s Spending Habits, America’s Health Insurance, and The Power of Introverts
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: Show Clients Their Spending Habits (Financial Advisor Magazine, by Mitch Anthony) I learned an interesting way to have the “budgeting” conversation with clients. Honestly, not many clients enjoy having the “budgeting” conversation at all…but I learned…
How to “Fascinate”, Good News for Muni Bonds, and Quotes from Warren Buffet
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Fascinate: Your 7 Triggers to Persuasion and Captivation (Authored by Sally Hogshead) I wrapped up this audio book by Sally Hogshead and had some really nice take-a-ways. As a guy who always took notice of “fascinating…
The Equifax Breach, Money Saving Tips, and Generation X
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. The Equifax Breach – What You Should Know (Brian Krebs, Krebs on Security) We’ve all seen the current event news lately as it pertains to the Equifax breach – but what does is mean to you? This…
Money Habits, Women & Retirement, and Powerball
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Are Monetary Habits Hereditary? (Paulana Lamonier, Blavity) I start this week with an article discussing parents’ monetary habits and how it affects their kids. This is particularly relevant to me because this past week, my wife and…
Roth vs. Traditional 401k, “Never Splitting the Difference”, and Putting Six Kids Through College
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Roth vs. Traditional 401(k): Study Finds a Clear Winner (Demetria Gallegos, Wall Street Journal) I am a big fan of the ROTH and help people find ways to be able to add money to it. Whether it’s…
People Lack Advice, Handling Robocalls, and 6 Money Truths
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Why Do So Few Individuals Seek Professional Financial Advice? (Maher Alyousif & Charlene Kalenkoski, Advisor Perspectives) – Every now and then, I try to come up with WHY most people do not seek financial advice from a…
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