Monthly Archives: September 2011

My Car is a Lousy Hotel Room

Tweet I can say a lot of things about my car.  It’s old (1998).  It’s high mileage (~200,000 miles).  It’s got enough dings and dents and stuff to give it “character.”  But, it’s been a great car for me.  Very … Continue reading

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GUEST BLOG POST: We’re All Human: Even Financial Planners Make Mistakes

Tweet You’ve no doubt heard of shoemaker’s children without shoes.  But have you ever heard of a financial planner not heeding their own advice? We are all human and we all make mistakes.  Even when we don’t take the advice … Continue reading

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Simple Strategies for Investment Success

Tweet Last week, I shared some pretty sobering numbers about how little the average investor has actually been earning in the stock market over the last 20 years. This is largely because investors tend to jump in and out of … Continue reading

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Open Enrollment: A Tale of a Lost Opportunity

Tweet It’s open enrollment season, and many employees are making the key decisions that will impact both their health coverage and tax situation for 2012.  Commonly, employees are seeing higher deductibles and co-pays, but are still not maximizing their ability … Continue reading

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Identity Theft Prevention Tips from a Convicted Felon

Tweet I’d never really thought about living in an unethical country before, until I heard Frank Abagnale speak.  Frank is the subject of the film “Catch Me if You Can,” who went from being the FBI’s most wanted forger, stealing … Continue reading

Posted in Financial Planning, Financial Wellness, Money Diva, Money Saving Ideas | Tagged , , , , | 3 Comments

In Defense of Financial Gurus

Tweet I’m writing this to stick up for Suze Orman.  And Dave Ramsey.  I know, they don’t need to be defended.  They have excellent reputations nationally, and have sold tons of books and CD’s, and, have become wealthy and famous … Continue reading

Posted in Communicator, Financial Planning | Tagged , , , , , | 1 Comment

Why You’re Probably Not Earning That 8-10% “Average” Rate of Return

Tweet So far we’ve talked about ways to save money and a couple of places to put those savings. That still leaves one last question. Where can you invest those savings to get a decent return without taking too much … Continue reading

Posted in Basic Investing, Financial Planning, The Maverick | Tagged , , , , , | 1 Comment

How Far are You Willing to Go to Find Work?

Tweet One of the byproducts of our slumping economy is an unacceptably high unemployment rate.  There are literally millions of men and women who are perfectly capable of working, but can’t find employment in their area.  In response to this … Continue reading

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Roll Call: 24th Annual Benefits Forum and Expo 9/25 to 9/27

Tweet Employee Benefit News’ Benefits Forum and Expo is the largest event in the nation solely dedicated to employee benefits, so are you planning on attending?  If so, you’ll be among many senior benefits professionals who will be traveling to … Continue reading

Posted in Employee Benefits, Financial Wellness, H.R. Guru, Workplace Financial Education | Tagged , , , , , | Leave a comment