MUST READ

Inflation and Orange Juice

What is inflation, and why is it so important? According to Wikipedia, inflation is a rise in the general level of prices of goods and...

Using Stock Market Losses To Lower Taxes

Are you afraid to sell your stock market losses? Do you think that if you sell a loser, and the losses will be REAL...

Tax

2010 Exemption Phase Out Lift May Help Roth Conversions

Many of us are well aware of the income limitations on Roth IRAs being lifted in 2010. But are you aware that the Exemptions...

With less than 70 days left in 2017, here’s what you should consider before...

Hurricanes, floods, wildfires, and more. All of it has many of us wondering how we can help. Charitable donations are a great way to...

Tax Planning in a Recession

Americans are saving more money. The budget deficit will eventually give way to spending cuts or higher taxes; ergo, we need to prepare for...
video

Princeton Economists Weigh in on Wall Street Crisis

This is a 70 minute presentation where Princeton economists review recent events on Wall Street...

Learn to Save More

Many of my readers may have read my latest article on How Much Should You...

Total Return vs. Dividend Income Investing

Dividend investing is all the rage. See my response to a client's question on whether...

Becoming Wealthy – Warren Buffet’s Top 14 tips

Known as the Oracle of Omaha, Warren Buffet is considered one of the most successful...

“The Winner Was The Index Fund”

In a February 21st, 2009 New York Times article entitled The Index Funds Win Again...

Avoiding Black Hole Car Habits

"A horse is a horse of course of course, unless it's Mr. Ed." Those of us...

How Much Money Do You Need to Quit and Sail Away? No, Seriously.

You wake up. Go to work. Get home. Repeat. For many, it feels like being...

What Salary Do You Need to Own a Lamborghini?

Here in Michigan, there are a lot of people who are really into cars. And...

Credit Worries? Freeze Your Credit

A friend of mine recently had his credit card number AND debit card stolen. He...

It’s summer. But don’t let your money take a vacation.

During summer the last thing you want to think about is your finances. It’s more...

BEYOND NUMBERS

On Consumption – What’s On Your Mind?

A while back I wrote a blog entitled On Frugality. In our dualistic world, the other side of frugality is consumption. I often reflect...

ORGANIZE

Organize Your Finances – Cash Flow

The first step in organizing your finances is to determine what it is you'd like to accomplish. You can read about Setting Goals and...

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