As I have mentioned previously, I have been a big “podcast addict” (coincidentally that’s also the name of the android app that I use to listen) since discovering podcasts in early 2017. I don’t know how long they existed prior to me discovering them, but it’s been one of the best things to happen to…
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…
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…
Mutual Fund Fee Developments, How To Improve Your Relationship With Money, and Get Out of Your Mediocrity Rut
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: The Great Fund Fee Divide (Barron’s, by Reshma Kapadia) You want to know what I love about this article – EVERYTHING. Well, it may be boring to some people, but if you want to know more about…
How Markets Performed in 2017, Tax Planning with the New Law, and Credit Card Debt trends
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…
Is Retiring Appealing, Health Savings Accounts, and “Likeonomics”
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Why Retiring in America has become less appealing (Angela Moore, MarketWatch.com) I am a big numbers guy, and this article has lots of numbers and charts and statistics. All of which describe the situation in the…
Merrill Lynch Changes, 529 Plan Evolution, and Morning Routine Advice
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Merrill Lynch’s Second Act For RIA Reinvention Is Revealed (Lisa Shidler, RIABiz) For many of you who know me, it’s no secret that I am super excited about my recent move to “full independence”. As a stand…