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Year End Taxes & Investments, Auto Insurance Savings, & Variable Annuities
On today’s show we discuss: 1st Segment includes information on what you need to look at with your portfolio at year end. ** Harvesting Tax Losses **…
Great Personal Finance Advice, Are Credit Cards Evil, and the Wealth Spectrum
Defending credit card companies is hard to do because they do have quite a few practices that are down right sleazy (shrinking grace periods, escalat…
College Planning & Savings
Points of Consideration for Education Planning Many of you have written to ask that I provide some guidance on education planning and I have stayed a…
Simple Advice for Your Finances
The most important concept that determines how financially successful an individual/family is going to be is: * Deferred gratification * The hardest …
Act Rich and Protect Yourself from a Down Market
the benefits of using Long/Short Funds. A long/short fund takes advantage of a technique that many hedge funds use that allows them to make money i…
Free Professional Advice and Research (My Little Blackbook)
The financial markets have been very choppy this quarter. We started off 2007 with day after day of the stock markets hitting new highs. Then one cra…
Objective Term Life Insurance Advice…No, really.
Term Life Insurance is appropriate for people who want life insurance only for a limited term, such as until your children are grown or you reach ret…
What are you doing to become Wealthy? Rich and Happy?
The following statement is harsh but true: Most individuals are not going to become affluent because they take the easy way out in the majority of th…