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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Friday, October 20, 2017

I am not one to predict a stock market crash. If market history has taught us anything, it's that even so-called “experts” are notoriously poor at predictions. I don’t know when the market will go down, but I know it...

 

Thursday, August 10, 2017

In a previous post, I introduced a concept called lifestyle inflation. Lifestyle inflation is the process of increasing spending as your income goes up. This process is problematic because it keeps you from making progress toward your...

 

Wednesday, June 7, 2017

What Is It? Lifestyle inflation is the process of increasing spending as income goes up. The first experience most people have with lifestyle inflation is in the transition from college into their first job. In college, someone will...

 

Friday, May 5, 2017

What is it? An Inherited IRA, also called a Beneficiary IRA, is simply a retirement account that has been passed along from a deceased individual to another person. What can You do with it? In regard to contributions, you cannot make...

 

Wednesday, March 15, 2017

The following list is adapted from the ten principles of personal finance by Arthur J. Keown in his book, Personal Finance, Turning Money Into Wealth. 1. Knowledge is Power Finding advice is not hard. Finding good advice can be. The...

 

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Thursday, February 2, 2017

If you're self-employed or run a small company, it can be overwhelming to try and figure out what retirement plan would be best for you and your company. Use the graphic below to help you get an idea of which plan may be right for you...

 

Thursday, December 22, 2016

The New Year is a time in which people feel that they can start fresh with their lives. They try and put the events and the bad habits of the previous year behind them, setting new goals to improve their life in the year ahead. So...

 

Monday, December 5, 2016

The premise of debt is simple: it is simply a promise by one person to pay another a certain amount, usually under specified conditions. People generally don't have any problems understanding what debt is, however, most people struggle...

 

Wednesday, November 9, 2016

The market doesn’t like surprises and it sure got one on November 8th with the election of Donald Trump. Immediately after the election results came in, we knew the market was headed for some dramatics ups and downs, a term we...

 

Tuesday, October 18, 2016

Where are you getting your health insurance? Where should you be getting your health insurance? In 2015, a study by the Department of Health and Human services found that 8 in 10 people enrolled in a marketplace plan could find a plan...

 

Tuesday, October 4, 2016

There is no shortage of options for saving for retirement. Choices are great, but they can also make things difficult when you have so many of them. The sketch by Carl Richards below perfectly sums up the relationship between the...

 

Friday, September 30, 2016

Part of America’s aversion to budgeting may be rooted in language. The word “budget” – much like the word “diet” – has negative connotations. Budgets and diets are viewed as restrictive...