Don’t Make This Huge Retirement Planning Mistake

Don’t Make This Huge Retirement Planning Mistake The Employee Benefit Research Institute annual survey demonstrates that people are clearly not ready for retirement. It wasn’t necessarily the percentages or statistics. It was conflict in the answers. This is… Read More

When Can I Toss Tax Records?

When Can I Toss Tax Records? I wanted to post a really good article from Kiplinger that they sent over to me. These are common questions that this article answers. Q: How long do I need to keep my… Read More

New Lending Model – Helps Customers

LendingPoint Partners with FinWise Bank to Give More Credit Access to Customers Nationwide ATLANTA – March 7, 2017 – LendingPoint, the company working to revolutionize access to credit, today announced a partnership with FinWise Bank which allows the… Read More

St. Patrick’s Day Deals – Coupons.com

St. Patrick’s Day Deals – Coupons.com Coupons.com is a great resource for good deals. Here are the deals for St. Patrick’s day! St. Patrick’s Day Sales from Coupons.com Kohls – $10 off $25+ (Ends 3/12) Kohls – 20%… Read More

Passive Investing – Another Reason Why the 401 K Plan Is Not for Everyone

Passive Investing – Another Reason Why the 401 K Plan Is Not for Everyone The Financial Services Industry (Pop Culture Finance) desperately wants you to believe that passive investing is better than active investing and 401 K providers… Read More

Has The Government Takeover of Your Retirement Account Already Started?

Has The Government Takeover of Your Retirement Account Already Started? This is the title of one of the latest gloom and doom email campaigns.  I had a client send this to me and thought I would comment on… Read More

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