We only have 2 months left in 2011, yet there is still time to possibly lower your tax bill. Take in these 7 ideas: #1…Know your tax liability. Tax planning without an accurate picture of where you currently are can be futile and often end up costing you more tax in the long run. We [...]

It’s Not All About the Money Mikey Mantle reportedly said, “If I had known I was going to live this long, I would have taken better care of myself.” We might get a chuckle from Mr. Mantle’s statement; but take a minute to really think about what he meant. In his book, “Success Is Not [...]

Does a Buy & Hold Strategy Really Work? Well…if you have been a buy and hold investor, your portfolio will probably answer this with a resounding “No!” Though after reading the many headlines of any major financial news during late 2008, 2009 or 2010 you might think that this was “New” news. While researching this [...]

Economists say the Great Recession ended in June 2009. Still, it hasn’t felt like it. Our economy is rough and the recovery we have experienced since June 2009 has been and will probably remain slow. A month or so ago, we decided to write a white paper on the lessons we have learned from the [...]

Economists say the Great Recession ended in June 2009. Still, it hasn’t felt like it. Our economy is rough and the recovery we have experienced since June 2009 has been, and probably will remain slow. A month or so ago, we decided to write a white paper on the lessons we have learned from the [...]

Lessons Learned From the Recession – Part 1 – Always Have a Plan In Place for the Next Market Downturn (August, 2011) Lessons Learned From the Recession – Part 2 – We Shouldn’t Believe Everything We Think (September, 2011) Lessons Learned From the Recession – Part 3 – A Retirement Plan Shouldn’t Blow Bubbles (September, [...]

Economists say the Great Recession ended in June 2009. Still, it hasn’t felt like it. Our economy is rough and the recovery we have experienced since June 2009 has been and will probably remain slow. A month or so ago, we decided to write a white paper on the lessons we have learned from the [...]

Economists say the Great Recession ended in June 2009. Still, it hasn’t felt like it. Our economy is rough and the recovery we have experienced since June 2009 has been and will probably remain slow. A month or so ago, we decided to write a white paper on the lessons we have learned from the [...]

If you have been following our radio show or reading our articles, you have seen or heard me say…Today is the first day of the rest of your life—so how long is that going to be? 50 years, 40 years, 30, 20? When I write, I have a tendency to say out loud what I [...]

I read an article1 this week that talked about the word “Uncertainty” and the fact that this word is often abused. We hear it and see it over and over again. Yet this same word is perhaps the single most appropriate word to convey the emotional climate of our country. Think about this: Do you [...]