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Life Lesson #5: Start Your Day with a Smile
Just as a fake smile can make real happiness, fake happiness can create real enjoyment.
Marotta Family Saying: Not Good If They Have to Advertise It
This was part of an intentional anti-ad campaign that my mother instituted to inoculate her children against the power of Madison Avenue.
#TBT Things to Think About Before You Invest
Knowledge and emotion can play off each other in ways that cause investing mistakes.
Some Financial Planners Are Not Like The Others
I recommend the NAPFA search tool and suggest you avoid the CFP Board’s search tool until they change how they do their searches.
Life Lesson #4: When Your Soap Runs Out
I think of these four lessons when I refill my soap dispenser.
Safeguard #9: Avoid Selecting an Advisor Primarily Based on Affinity
Safeguard #9 is simply a good reminder.
#TBT The Real and Present Danger of Inflation, Even for Babies
Investors greatly underestimate the danger of inflation.
How to Spend: Go To The Source
Imagine how much you could save if you could cut all your expenses in half!
Q&A: Amount Paid in Non-Cash?
I would recommend that you strive to pay your children $0 in non-cash compensation. Let them purchase their own rewards.
Should I Invest In The Harry Dent Sector Fund in Australia?
We would suggest not listening to Dent’s commentary or investing in his fund.
#TBT Never Lend to Family Without a Contract
This 2015 article reminds us how unspoken expectations can cause relational strife but a written contract can protect the relationship.
Systemic Barriers to Racial Diversity in Financial Planning
All of these factors contribute to the low inclusion of people of color among those holding the CFP® certification.
Review: Bank of America Credit Card
Recently, I signed up for the Bank of America Customized Cash Rewards credit card offering a $200 online cash rewards bonus and 3% cash back in the category of your choice.
Q&A: Can I Rollover Funds from My Spouse’s HSA?
If you are married, instead of only opening and funding one HSA, you may benefit from splitting the contribution limit and funding both.
#TBT One Method To Estimate Future Inflation Expectations
One method of crowd sourcing expectations about inflation is to look at the current differences between the maturity rates of a 5-Year Treasury Bond and a 5-Year Treasury Inflation-Indexed Bond.