The year is quickly drawing to a close but there are still a few moves you can make to save some real money this year and set yourself up for tax saving success next year. Here are 3 of my favorite maneuvers: 1. Tax Loss Harvesting – Turn Unrealized Losses into Real Losses for Some […]
What Is A Fiduciary? Is Your Financial Advisor One? 3 Reasons Why You Absolutely Positively Have To Know
You may not be sure what a fiduciary is and why it’s so important. Let me assure you that this is a crucial concept to understand. In fact, if you get professional financial advice from anyone, this one word can mean the difference between success and failure. Let me explain why I feel so strongly […]
5 Steps For A Stay At Home Mom Returning To Work
If you are a stay at home mom and want to go back to work, you face unique obstacles that other people don’t. Besides the challenge of balancing work and family there are three main snags that might stand in your way : There might be gaps in your resume (sometimes exceeding 10 or 20 […]
5 First Time Homebuyer Mistakes You Don’t Want to Make
Even though property has appreciated rapidly over the last 5 years, it’s still a good time to consider real estate for investment. And if you are a first time homebuyer, you are probably very excited about the prospects of owning your own place instead of renting. Still, you need to be careful. There are at […]
How To Buy A Used Car And Save Big
Several years ago I bought a used car for about $16K less than the going price. You can use the following five used car buying tips to replicate the huge savings that I snagged. 1. Know How Much You Want To Spend If you aren’t clear about what your budget is, you might get swept […]
How to Get Your Spouse To Make Smart Financial Decisions – Just in Case
You might be good at making smart financial decisions but how about your spouse or significant other? Is he is a financial blockhead (and I say that with utmost respect of course)? If so that will sink your ship sooner or later – guaranteed. If your spouse is making bad money moves it’s a no […]


