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Measure Twice, Cut Once - The Best Investment Strategy

It pays to measure twice and cut once! Here we cover the 3 criteria for constructing the best investment strategy for YOU.

Monday Morning Motivation - Insecurity

Are your feelings of insecurity based on reality?

Emotion vs. Rationality - 5 Behavioral Pitfalls of Investing!

So, you think you are investing rationally? Read on to learn about the 5 dangerous Behavioral Pitfalls of Investing—and how to keep yourself out of hot water!

Monday Morning Motivation - Middle

Are you in the middle of a pain or a possibility?

You're Wired to Fail–Really!

We are hardwired to be poor investors. Accepting this is the key to your success as an investor.

Monday Morning Motivation - Again

What will you do again in 2025?

Monday Morning Motivation - Miracles

Are you taking the time to notice the little miracles around you?

Know your ABC's (and D) of Medicare!

Curious about Medicare's intricate alphabet of parts and plans? Read on to learn how to get fully covered—and be safe from unpleasant financial surprises.

Monday Morning Motivation - Providence

What have your experiences with providence taught you about your beliefs?

Long-Term Care: The Elephant in the Room of Retirement Planning

Retirement—Most of us think of hobbies, vacations, and time visiting family, but what about long-term care? Read on to learn what you need to know!

Monday Morning Motivation - Expectations

Are my expectations reasonable and aligned with what is most important in my life?

Bitcoin Basics

How and why is Bitcoin here, and how does it work—and will Bitcoin be around for the long haul? Read on to learn more!

Monday Morning Motivation - Anxiety

Are you going to let anxiety have control of your mind, or would you prefer to take back control of your feelings?

How does Monetary and Fiscal Policy impact me?

Curious how US policy directly impacts the money in your pocket? Today we demystify monetary and fiscal policy—and how it impacts YOU!

Monday Morning Motivation - Comparison

Will you choose gratitude or comparison this week?

Rolling Your Own Pension – Why You Need to Take Control of Your 401(k)

Pensions are long gone for most of us—but you can roll your own. Read on to learn more!

Monday Morning Motivation - Encouragement

Are you offering encouragement to your friends and family?

To Roth or not to Roth, that is the question!

Is a Roth IRA or traditional IRA your best option now? Read on to learn about several tax scenarios that may surprise you!

Monday Morning Motivation - Oblivious

Is there any area in your life where you are oblivious?

Social Security Timing - Getting it Right!

When should YOU begin taking Social Security? Read on to learn what you need to know!

Monday Morning Motivation - Repeat

What are you doing to avoid repeating your mistakes?

Is the IRS discouraging your generosity?

Is the IRS preventing you from being as generous as you want to be? Read on to learn how 2 tax rules for gifting can benefit you!

How to Get an Extra 208 Hours per Year!

Want 208 hours back over the next year? Easy, go on a financial-news detox. Read on to find out more.

Monday Morning Motivation - Pride

Have you ever considered the similarities between pride and humility?

Time to Prepare Your Taxes

No, I am not crazy. It is the start of May, and it is EXACTLY the right time to prepare your taxes. Read on to learn why!

Monday Morning Motivation - Happiness

Are you spending too much time seeking happiness and too little time enjoying where you are at currently?

Real Estate and IRAs – Tips for Avoiding the Traps

Are you interested in investing in real estate through an IRA? If you decide to go down this route, here are some traps to avoid—plus several tips that'll save you from having an uncomfortable discussion with the IRS.

Copy of Another Savings Option – Health Savings Accounts

After you max out your 401(k), there is another savings opportunity available that you may want to leverage. Read on to find out more.

Monday Morning Motivation - Make

Are you ready to turn your focus towards making yourself a better person?

KonMari – Learning Financial Planning from Marie Kondo!

There is some brilliance in Marie Kondo's method, and her approach can be applied to financial planning. Read on to find out how to "tidy up" your financial life.

Monday Morning Motivation - Give

When it comes to how you give, is your preference for time, talent, or treasure?

The Value Of Time

Time is a SCARCE resource and money is an ABUNDANT resource

Monday Morning Motivation - Mercy

Is it time that you extend mercy to someone, so that you can enjoy the playground of life?

Commodity Investing – Why I Suggest Avoiding

A great rule to follow is this: if you don't understand something, you should not get involved. For many, commodity investing is one such area. Read on to learn why I take this position.

A Private Letter from the IRS – Leveraging the 401(k) Plan to Reduce Student Loan Debt

Did you know that you can get a "private letter" from the IRS that has good news? Read on to find out a bit more about "Private Letter Rulings" (PLRs) from the IRS—plus a surprising way one company is helping employees pay off their student loan debt!

Six Sigma and Financial Planning

Today I'm going to show you how you can apply the basics of Six Sigma to build your personal financial plan

Monday Morning Motivation - Virtue

Have you ever thought about virtue and what your thoughts say about your views on humility?

Is Your Financial Advisor In Their Right Mind?

The next time you sit down with your advisor take a look at where the focus is. Is it on the minutia of the facts and data?

Copy of Monday Morning Motivation - Supernatural

Are you willing to embrace the supernatural and move from selfishness to humility?

Bruce Lee - Expert Financial Planner

Don't be the fool that practices 10,000 different investment strategies. Develop a solid IPS and stick with it through thick and thin

Becoming Comfortable With Money

It has always amazed me how uncomfortable some people are in discussing the topic of money. My guess is that is because of how they were – or were not – exposed to the topic. Growing up I saw my Dad and Mom work hard.

Monday Morning Motivation - Humility

Would you be a better person if you spent time focusing on the key aspects/dimensions of humility?

Monday Morning Motivation - Dependence

Do you need to reconsider your perspective on dependence on others?

Paying Your Advisor To Do Nothing

Many times, that right decision is to do nothing; so, in a sense you paid your advisor to "do nothing"

Monday Morning Motivation - Handle

Which handle are you going to grab hold of when you face your next challenge or crisis?

Finding A Financial Advisor Even Your Mom Could Trust

Why Emotions Cause Investors to Fail

Cash Out Your Stock Options?

Should You Hire a Financial Planner?

Costs Matter – Understanding ALL of the Costs

Costs matter. Whether you're buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. Read on to learn about key cost areas that you need to consider when selecting investments to include in your portfolio.

Making Sure You Can Collect a Paycheck in Retirement