We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
Inflation
on May 26, 2013
with No Comments
Inflation is one of the most important factors in nearly every aspect of financial planning and wealth management.
Radio: Is Federal Student Aid Working?
on May 25, 2013
with No Comments
Most people do not trace the effect of the unintended consequences of government programs. Even good things come with a price, and you always have to decide: is that price worth paying?
This Is What An Early Industrial Revolution Looks Like
on May 23, 2013
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Bangladesh is “still a desperately poor country, and we shouldn’t minimize what a job with a steady paycheck means to a poor woman.”
Three Ideas for Improving Annual Shareholder Meetings
on May 22, 2013
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Most annual shareholder meetings are nothing more than a required dog-and-pony show. Genworth Financial’s annual shareholder meeting held on May 15, 2013, was no exception. Several improvements could be made to make these meetings more inviting.
One Successful Way To Find Happiness
on May 21, 2013
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Some struggles are inevitable, but others are decided by who you marry. This kitten married well.
Marketplace Fairness Act Burdens Businesses with State Compliance Audits
on May 19, 2013
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Compliance isn’t just a technical burden. It is a threat of legal liability. The bill allows state tax audits by any state against any online vendor.
Businesses Must Use Revised I-9 Forms Or Face $1,100 civil monetary penalties per employee
on May 19, 2013
with No Comments
And yet we wonder why small businesses disregard so many government regulations.
Government Regulations And Compliance Do Not Make Us Safer
on May 19, 2013
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The coercive power of government is more dangerous than the free market. Special interests use it to circumvent both the law and economics.
Protecting Your Identity: Credit Reports and Credit Freezes
on May 18, 2013
with No Comments
Even if you think you have good credit, periodically check the facts on your credit report anyway. Your credit report will outline your full credit history. And it can help you verify you have not been the victim of identity theft.
The Smart Money Philosophy of Doug Lennick
on May 16, 2013
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Follow a philosophy so that there is always a smart place to get money
Social Security Earnings Penalty?
on May 15, 2013
with No Comments
A good deal of misinformation is published about a so-called Social Security earnings penalty. Many are led to believe that if they earn money while collecting Social Security, they’ll lose some of this benefit forever.
Help Recent Graduates Find a Fulfilling Career
on May 14, 2013
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This kitten knows his area of genius. Be more like this kitten.
Marketplace Fairness Act Adds Automation to Tax Confusion
on May 12, 2013
with No Comments
It is not a new tax. It is simply a tax that nearly everyone currently reading this column is successfully evading without prosecution.
Bucket List: A Bucket for the Unknown
on May 11, 2013
with No Comments
I opened my freezer and found, to my horror, my ice cream had turned to mush. Why? My refrigerator and freezer were broken. The expense for a new refrigerator was around $700. How could I have seen that expense coming?
Helping New Graduates Get a Financial Life
on May 10, 2013
with No Comments
Matthew Illian says young adults should read one personal finance book a year to expand their financial literacy. See what books we would recommend.