Sunday Morning Quick Hits # 10: Treat You Like You'd Treat You.
I love the Discover Card commercials where they feature the client talking on the phone with a customer service representative. The...
Sunday Morning Quick Hits # 9: Springtime is a Good Time to Review Your Financial Plans.
“China Market Drop Leads to Worries of Further Turmoil”. Wall Street Journal – January 4, 2016 “Dow, S&P Off to the Worst Starts Ever...
Sunday Morning Quick Hits # 8: Saving More and Spending Less Should "Trump" Plans to Delay
No .. this isn't an article about the Donald. But for better or worse the word "Trump" does seem to get our attention these days. Rather,...
Sunday Morning Quick Hits # 7: Variable Annuity In Your IRA? That's Brutal!
Let’s be totally honest. If a financial advisor, broker or other so-called investment professional advises you to purchase a variable...
Sunday Morning Quick Hits # 6: Roth IRAs as a College Savings Strategy
College savings strategies are a reality in my household. My youngest is a sophomore in high school and my oldest is already in college....
Sunday Morning Quick Hits # 5 - Retirement a Phenomenon of the 20th Century?
Friends and family closest to me know that my passion for the Fighting Illini is borderline unhealthy, that I think Mr. T should have won...
Sunday Morning Quick Hits # 4: Don't Forget the Backdoor Roth IRA
The April 15, 2016 deadline to fund IRAs for 2015 is looming. If you think you are not eligible to fund a Roth IRA because you make too...
Sunday Morning Quick Hits #3
Are you a "do-it-yourselfer"? Research shows that you are better at home improvements than investing. There are significant differences...
Sunday Morning Quick Hits #2
We constantly meet with prospective clients whose current advisers, in our opinion, are not providing them what they need to be...
Sunday Morning Quick Hits #1
When determining how much money you are going to have in the future, your savings rate is far more important than your rate of return....
