5 Valuable Tips for the Self Employed
When you’re self-employed, you become your own human resources representative, office manager, and accountant: here are 5 valuable tips in how to…
money management
What Is Net Unrealized Appreciation?
Net unrealized appreciation is an underused and often unknown tax planning opportunity for those who own company stock inside a 401(k) plan.…
Minimalism: Just a Fad or Can it Really Help?
Minimalism is a word that carries a lot of weight these days. Ironic, considering it refers to a lifestyle that is all…
Top 10 Financial Advisor Types to Avoid
Here is what you need to avoid in a financial advisor. Earlier in the week, I wrote about eight things to look…
How to Retire a 401K Millionaire
This article was inspired by Rob over at Mustard Seed Money. He recently wrote about a friend of his that expected to…
Need Help With Your Budget? Try This!
Figuring out how much money you have available in a week is much more manageable than in a month. Here’s why a…
Wealth Building: Has the World Changed?
The world is changing at rapid speeds but has wealth building strategy changed along with it? Here’s a look into the past,…
3 Types of Investors – Which Are You?
I see three main types of investors today; each with their own characteristics and results. The first lets their emotions cause them…
The Most Important Thing by Howard Marks
Howard Marks, author of The Most Important Thing: Uncommon Sense for the Thoughtful Investor is the Chairman of the ultra successful Oaktree…
Mutual Fund Expense Ratio
Every investor should have a basic understanding of the mutual fund expense ratio; including how much it can hurt investment performance. What…