Tweet So, I was in an airport waiting for yet another flight that’s been delayed, and I read this article about famous pro athletes that go broke within what seems like days of retiring. The story is primarily about Latrell … Continue reading
Tweet Lately in my live workshops I have been getting these two questions, “What are ETFs?” and “Should I consider them for added diversification?” These are good questions and tell me more people are educating themselves about different financial instruments … Continue reading
Tweet In my last blog I told you about my neighbors Mr. and Mrs. P. Fortunately for Mrs. P, her next door neighbor is a financial planner, so I’m able to help her during this time of transition. That being … Continue reading
Tweet Over 11,000 companies offer their employees some type of ESOP, which stands for Employee Stock Ownership Plan. Typically, an employer will offer the ESOP as all or part of the retirement plan for its workers as an incentive for … Continue reading
Tweet You wouldn’t think I would get any insight about my finances from playing “Bubble Breaker” on my Palm Treo. It seems like a complete waste of time but overall, I see playing games on my phone as a time … Continue reading
Tweet With the American economy still not firing on all cylinders, unemployment at very high levels (the rate only seems to come down when people have received the maximum number of weeks’ payments and fall out of the workforce altogether), … Continue reading
Tweet The other day I was spending some quality time with a very good friend of mine, enjoying the nice spring weather and having a great time talking about various topics, when as often happens the cell phone rings. After … Continue reading
Tweet My neighbor Mr. P passed away several weeks ago, and now I find myself in the difficult position of having to help Mrs. P sort through all the financial details. Mr. P took care of all the financial decisions … Continue reading
Tweet Since I had to write a big check to Uncle Sam last week, I wanted to share my family’s experience with unreimbursed employee expenses and the unintended impact it could have on you and your employees. There are two … Continue reading
Tweet Dividends are a beautiful thing. Last week I wrote about my mother-in-law’s bond fund that paid her a steady stream of dividends over the years – twenty five years to be exact. Every month, the dividend came like clockwork … Continue reading
