Monthly Archives: December 2010

Financial Planning: New Year, New Goals

Tweet Year end is a perfect time to take a look back at the progress you made in your financial life in 2010 and set new goals for 2011.  So many New Year’s resolutions fall by the wayside by St. … Continue reading

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A Case for Rebalancing

Tweet Have you heard the term “paper loss?”  It’s a nice way of saying that you haven’t really lost money on your investment until you place a sell order.  Most investors become familiar with this phenomenon occasionally in their investing … Continue reading

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Financial Planning for the Dream Vacation

Tweet Recently I booked a surprise vacation for my wife and me.  It’s been ten years since we’ve taken a vacation by ourselves, and I thought it was about time for the two of us to get reacquainted.  Now there … Continue reading

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Financial Education in the Workplace: The 2% Decision

Tweet Now that our politicians have finally come to a decision about the new 2011 tax law, your employees have a decision of their own to make – what will they do with the 2% raise they will see in … Continue reading

Posted in Employee Benefits, H.R. Guru, Retirement Planning, Workplace Financial Education | Tagged , , , , , | 2 Comments

3 Actions to Take in an Hour to Prepare for Emergencies

Tweet In my last blog,  3 Actions to Take in an Hour to Build Wealth, I pointed out that many of us waste at least an hour a week.  I came up with three very important actions that take an … Continue reading

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Financial Education: Read the Warning Labels

Tweet I spoke with someone recently who just welcomed a new baby into her household.  As we were talking, the conversation turned funny when we started talking about some of the warning labels on toys for children.  My youngest child … Continue reading

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Is Your Financial House in Order?

Tweet Being the holiday season and my wife and I being the festive people we are, we were taking part in the age old tradition of trimming our tree to make it as decorative as possible.  Everything seemed the same … Continue reading

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4 Steps to Take Now so Tax Cuts Don’t Affect Your Retirement

Tweet Have you seen the news lately?  The president has announced his support of an extension of the Bush-era tax cuts, but there are some other tax cuts in the fine print that may hurt your retirement.  The proposed legislation … Continue reading

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Offering 529 Plans via Payroll as an Employee Benefit

Tweet Employers may be missing a tremendous opportunity to help employees save for one of the most important, and expensive, investments they will ever make – the college education for their children.  We all know that one of the biggest … Continue reading

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3 Actions to Take in an Hour to Build Wealth

You can build your your wealth in one hour by just taking three easy steps. Continue reading

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