Should You Buy Investments From Your CPA or Tax Preparer?

You trust your CPA. She is smart, conservative and honest. I get it. But should you allow your CPA to invest your money for you? Lets assume you are focused on conserving your assets rather than growing them.  Even then, is your CPA the best person to advise you?  Is that where you end your [...]

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“I’m mad as hell and I’m NOT going to take it anymore!”

Thumbnail image for “I’m mad as hell and I’m NOT going to take it anymore!”

Have you ever seen that clip from the 70’s Movie “Network”? If not, you are missing out. It’s one of the very best moments in cinematography there is – besides “the Godfather” of course. While the movie as a whole is rather forgettable, there is a scene where the main protagonist – television newscaster Howard [...]

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How to Get Your Boss to Offer You a Golden Parachute

You can get your boss to offer you a golden parachute if you plan ahead and use your noggin a little. First let’s agree on our terms. What is a golden parachute? Basically, this is a one-time payment your company makes to you upon your separation from service. In other words, they pay you a [...]

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How To Use A Personal Statement of Cash Flows To Become Wealthy

Even if you are not self-employed, you should make your own statement of cash flows if you want to drastically improve your financial situation. Fortunately, it’s very easy to do. In fact, it will take you less than 30 minutes a year and the payoff is tremendous. What is a personal statement of cash flows? [...]

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What is Confirmation Bias and Why It’s Ruining Your Investments

Confirmation bias is a very important concept – especially for investors.  It is the tendency you and I have to look for proof that we are right rather than look for the truth. Also, that same bias leads us to downplay information if it is counter to what we already believe is right. On the [...]

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