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.
Old Abe’s Thanksgiving Proclamation
I do, therefore, invite my fellow-citizens in every part of the United States, and also those who are at sea and those who are sojourning in foreign lands, to set apart and observe the last Thursday of November next as a Day of Thanksgiving.
Financially Savvy Kittens on Smart Shopping
This kitten delays major purchases. Be more like this kitten.
Radio Interview: How to Cope with Post-Election Depression Syndrome
“I was talking to a doctor in town who said he was surprised how many patients he had seen with clinical depression over the election results. I believe the definition of clinical is the thought that ‘Things will never be good again.'”
Seven Tax-Planning Strategies to Dodge the Tax Bullet
The victors in the recent election have declared it open hunting season on the rich, which they evidently believe will solve our spending problems. Tax hikes everywhere are aimed at the most productive members of society.
Free Printable Online Crossword Puzzle
Want to try your hands at our latest advertising campaign. Print your own copy of our crossword!
Jack Bogle: The Father of Passive Funds Gets Active
I found it very interesting that Bogle directs much of his criticism at the mutual fund industry and even Vanguard itself. Bogle argues that fund companies should be doing a better job challenging the excesses of executives and corporate managers.
Financially Savvy Kittens on the Definition of Success
This kitten measures success from the bottom not the top. Be more like this kitten.
Should We Write a Blank Check to Emergency Relief?
Many people support public funding of disaster relief partly because they fear being described as unfeeling and selfish. Is there a moral obligation to support this public funding?
Investing Edition–Wealth Management Carnival #6
This week’s carnival is concerned with investments, investing styles, and how to stay focused. There are just about as many investing philosophies as there are investors, so read a range of opinions and form your own.
The Ring of Fire – Part 2
“Unless we begin to close this gap, then the inevitable result will be that our debt/GDP ratio will continue to rise, the Fed would print money to pay for the deficiency, inflation would follow, and the dollar would inevitably decline.”
Contributing to Multiple Retirement Plans ($ ?s)
This article reviews the coordination rules which govern the maximum contributions to 457, 401(k) and Thrift Savings Plan. Information on 403(b) plan maximums is also included.
Giving Gifts to the Wrong Beneficiaries–Mistake #5
Knowing which assets to give away to your beneficiaries can save your estate and your beneficiaries big tax bills, even if you have a small net worth. If you plan on making a gift to charity from your estate, you can be even more tax savvy with your giving.
No, I’m Not Voting for Obama
Here are thirty reasons Obama doesn’t deserve a second term.
The Election Should Be Settled by a Single Question: Who Caused the Financial Crisis?
The presidential election should be settled by a single question: “Who caused the financial crisis of 2008?” President Obama’s entire campaign has centered on his claim that he inherited a mess caused by the failed policies of the past.
Video: From Poverty to Prosperity: A Pursuit of Personal Achievement
Though imperfect at best, the record of immigrants striving to reach our shores proves that are forefather’s defense of free enterprise created a fertile soil for human flourishing.