You have organizing principles whether you realize it or not. We all do. And those principles have more impact on our financial success or failure than we realize. What Are Organizing Principles Organizing principles are filters through which we process information. Let me give you an example to illustrate how they work and why they […]
Should You Fire Your CPA?
Tax season is here. Are you pleased with how your existing CPA took care of you last year? Did they do a professional job in a timely manner? Did they answer all your questions directly? Did they treat you with respect? If not, it might be time to fire your existing provider and find a […]
What Are Inflation Protected Bonds? Are they Safe?
Whenever the stock market enters a turbulent period, people look for alternatives to equities. Inevitably the term “TIPS” comes up (Treasury Inflation-Protected Securities). This is the “go-to” bond people buy that is protected against inflation. But what are inflation protected bonds and are they a smart investment? What are inflation protected bonds? To understand inflation […]
Why The Newly Rich Suffer
You may find it tough to empathize but newly rich people have financial woes that are often far worse than the problems you or I face. And no matter how much money you have, you should take notice of this. That’s because you can still learn a lot and save a fortune by avoiding the […]
5 Reasons Not To Ask Anyone To Cosign A Loan For You
If you are having trouble getting a mortgage your broker might press you to get someone to cosign a loan to make the deal happen. Even though it might sound like a great idea….please slow down. There are risks to both you and your cosigner if anything goes wrong with your mortgage. Here are the top 4 […]
7 Steps to Change Your Career
I recently received this e-mail from a Wealth Pilgrim who is struggling to change his profession. I’ve got a Bachelor’s degree and also recently completed my MBA degree as well. However I feel my skills have gotten rusty from lack of recent use and that is a big source of concern for me. My wife […]
