Basics
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Wednesday, June 18th, 2008Most “retire with one million dollars” articles focus on slow and steady savings over the course of decades. That works of course, and saving regularly is a great habit to get in no matter how much money you have. But if you’re young enough, with some concerted effort you can save for only ONE year, [...]
Solid Advice: ALWAYS Question Commissioned Salesmen!
Monday, December 10th, 2007I remember being told during broker training for PaineWebber (now UBS) that if a prospect asked about fees or commissions that I was to basically show them the door. PaineWebber’s stance was that clients who bickered about fees weren’t going to be good clients. Of course there will always be people who want to get [...]
The Real Key to Acheiving Your Goals
Thursday, November 29th, 2007It’s easy to turn your dreams into goals on paper, but you’re much more likely to acheive those goals–and be satisfied when you do–if they reflect your true values.
Planners and Fees
Tuesday, July 10th, 2007Money Magazine has a feature each month called The Mole, which is a column written by an anonymous financial planner. I’m not exactly sure why he’s anonymous unless he’s scared of colleagues harrassing him. Regardless, it’s usually an entertaining column and this month’s column is no different: I’ve never met a financial planner who didn’t [...]
Budget Help for a Reader – What’s Your Advice?
Monday, June 18th, 2007I received the following email from a reader. Although his situation isn’t good, it could be a lot worse. One thing he mentions in the email stood out to me like a sore thumb. Let’s see if you can spot it: I was contemplating taking some retirement money to pay off some debt, which would [...]
A Follow-up to the Dave Ramsey Mortgage Post – This is Interesting!
Thursday, March 8th, 2007Chris, an employee of Dave Ramsey and a blogger at Pour Out, left this comment on yesterday’s Dave Ramsey post about mortgages (I truncated Chris’ comment in order to emphasize what I want to talk about): He [Dave] doesn’t want you to pay off your home in 15 years; He wants you to pay it [...]
A Great Credit Website for College Students (and everyone else)
Tuesday, March 6th, 2007Yesterday, my local paper reprinted an article by Kara McGuire of the Star Tribune. The article was about credit scores, and included three interesting lists that she found on WhatsMyScore.org, which is a great resource for college students. COMMON MISTAKES THAT CAN LOWER YOUR CREDIT SCORE Paying bills late. Not paying the minimum amount required. [...]
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