WEEKLY QUOTE “Life is like a ten-speed bicycle. Most of us have gears we never use.” - Charles Schulz WEEKLY TIP If you are a new parent, you have 18 years to save for your child’s university tuition. Consider an opening an education account in which earnings can...
Who would you rather emulate? You stand at your window and look across the street. Nice house, you think. Nice landscaping. Nice sports car. Nice driveway. New bikes for the kids. Wow, your neighbors are really well off. If only you had that kind of money. That...
It isn’t too early to think about next year. We are now in plain view of the “fiscal cliff”. After the election, Congress may or may not end up keeping income and estate tax rates at their recent levels. Next year may bring some notable financial...
What does history show – and should we value it? As an investor, you know that past performance is no guarantee of future success. Expanding that truth, history has no bearing on the future of Wall Street. That said, stock market historians have repeatedly analyzed market behavior...
A different kind of Top Ten list. You probably read or hear about some “Top Ten” list nearly every day. But take a moment to read this one. This list is different, and probably not the kind of list you’d expect a Financial Advisor to write. Reason...
WEEKLY QUOTE“Loyalty to a petrified opinion never yet broke a chain or freed a human soul.” - Mark Twain WEEKLY TIP We all have impulses that can make us spend more and save less. Recognizing them can help us to improve our financial behaviors. WEEKLY RIDDLE What is the...
WEEKLY QUOTE“A clever man commits no minor blunders.” - Johann Wolfgang von Goethe WEEKLY TIP It may be worth it to hire an M&A firm when selling an established business. This could encourage multiple offers and a higher sale price. WEEKLY RIDDLE A friend wants change for a dollar. All...
WEEKLY QUOTE“Don't be intimidated by what you don't know. That can be your greatest strength and ensure that you do things differently from everyone else.” - Sara Blakely WEEKLY TIP Each day brings breaking news; beware of abruptly altering your long-range financial strategy in response. WEEKLY RIDDLE You have been...
2013 isn’t far off, yet both sides of Congress could end up far apart. Recently, you may have heard about the “looming fiscal cliff”, the “coming fiscal cliff” and so forth. What exactly is it? Briefly stated, the “fiscal cliff” is a potential $7 trillion dilemma facing...
What are the potential benefits? What are the drawbacks? The Bush-era tax cuts could sunset in 2013, and that possibility has prompted some traditional IRA owners to think about Roth conversions. If tax rates go up, going Roth may be smart. The key word in that...