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Monthly Archives: October 2011
Are You Married to a Spender?
What do you do if you are married to a spender and you are a saver? Last week I met a woman (I’ll call her Paula) during a worksite financial planning session, and she complained about this very thing. Having … Continue reading
Why We Should Tune Out the Politicians
As someone who travels a lot for work, I spend a lot of time in hotel rooms. And, each hotel has a very different TV lineup, so it’s impossible for me to ever remember if ESPN is on channel 29, … Continue reading
Estate Planning for the Young, Single, and Not So Rich
When we think of estate planning, we usually think of something that only older, wealthy people do. After all, how many of us think of ourselves as even having an “estate” to plan? The fact is that if you own … Continue reading
All I Want for Christmas is…
Just in time for Christmas, Hasbro has released its newest version of the classic board game MONOPOLY, called MONOPOLY – Electronic Banking Edition. Listen to the first paragraph of the product description posted on their official website:
Posted in Financial Wellness, Rebel
Tagged cash management, classic board game, electronic banking, financial decisions, hasbro, monopoly
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What It Takes to Have a Winning Benefits Communications Plan for Your Employees
Congratulations to the most recent PSCA Signature Award Winners for 2011! The Profit Sharing/401(k) Council of America (PSCA) announced the winners of their Signature Awards at a special presentation at its 64th Annual National Conference at The Mirage in Las … Continue reading
How Being a Pro at Fantasy Football Can Translate to Investing
This is my third year playing fantasy football so I am no longer a novice. When I finished second to last my first year, no one took notice because they figured I was a rookie and of course, a girl … Continue reading
Karaoke & My Grandparents’ Simple Success Formula
Last night, after going out to dinner with my girlfriend, I did something I thought I’d never, not in a million years, ever do. I got up in front of an audience and sang at a Karaoke Night! This may not … Continue reading
Make Your Nest Egg Last as Long as You Do
Once you’ve saved and invested for financial independence, the final step will be figuring out how to turn that nest egg into an income stream that will last as long as you do. With people living longer and longer, this … Continue reading
Posted in Advanced Investing, The Maverick
Tagged investment strategies, investments, nest egg, portfolio value, pros and cons, retirement
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Paying to Use a Debit Card? I Don’t Think So.
Recently Bank of America announced that it will charge debit card holders $5 a month for the convenience of using a debit card, and you can be sure other banks will follow suit. This stems from recent legislation that puts … Continue reading
Posted in Financial Planning, Rebel
Tagged bank fees, bank of america, banks, debit cards, financial institutions, financial transactions
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National Protect Your Identity Week
This week is National Protect Your Identity Week (PYIW), October 16th to October 22nd, 2011, so consider promoting this to your workforce. Over 8 million consumers were victims of identity theft in 2010, so the odds are that your employees … Continue reading
