I wanted to honor veterans by highlighting resources, financial and otherwise, that might be beneficial to those who have served. I believe the best place to start is with the United States Department of Veterans Affairs website. As noted in their Mission Statement, the purpose of the Veterans Administration is to fulfill President Lincoln’s promise “To care for him who …
Television Show: The Profit (2017). After investing more than $50 million of his own money in companies featured on The Profit, self-made millionaire and serial entrepreneur Marcus Lemonis is now ready to invest in his new CNBC show, The Partner. I have been a fan of Marcus and The Profit since the show first premiered. In fact, the show was a recommendation here …
The following is a guest post from Randy Becker, a retirement planning professional and owner of the Becker Retirement Group in Bellevue, Washington. He has 30 years of experience in the insurance industry and holds a degree in personal financial planning from Metropolitan State College of Denver. Can you imagine going on an extended vacation without making …
The following is a guest post from Susan Covell Alpert, author of Later is Too Late: Hard Conversations That Can’t Wait. She is a lecturer, consultant, entrepreneur and frequent guest on national radio and television shows. She holds a master’s degree in psychology and education, has been the owner of several multi-million dollar companies and is experienced in …
This is the first update tracking our progress as my wife and I prepare for our first Tough Mudder event, a Tough Mudder Half at Mesa, Arizona in April. In the recent post, Preparing for a Tough Mudder Half, I noted that while we have downloaded the suggested Tough Mudder training guide, and we may use …
The Blue Satin Nightgown: My French Makeover at Age 78 Paperback: 205 pages Publisher: CreateSpace (2016) Author Karin Crilly was a Marriage and Family Counselor for thirty years in Southern California. After two adventurous years of living in Aix-en-Provence, France – the home of renowned painter Cezanne – she returned to California and now lives in Laguna …
In order to achieve success in any endeavor, whether it is mastering an instrument or managing money, certain philosophies or beliefs must be developed and turned into actions. What follows are some of the philosophies which I have adopted and have served me well. Do Not Loan Money At first glance, that statement might strike you as …
Money Philosophies and Practices Worth Embracing Read More »
The following is a guest post from Jaime Cowper, president of Unity Financial Advisors, and an Investment Advisor Representative under Alphastar Capital Management, an SEC Registered Investment Advisory Firm. A lifetime of hard work may have rewarded you with a nice home and hefty bank accounts, but what happens to all those assets once you’re gone? Maybe …
Leave The Legacy You Want With This End-Of-Life Checklist Read More »
I’ve long been an admirer of Sallie Krawcheck. In the early 2000s, during her run as the chief of Sanford C. Bernstein and later Citi Global Wealth Management, she was considered the most powerful woman on Wall Street. She is now the CEO and Co-Founder of Ellevest, a digital investment platform for women. She is also …
Documentary: Minimalism: A Documentary About the Important Things (2016). How might your life be better with less? The synopsis on the film’s website notes the purpose is to examine the many flavors of minimalism by taking the audience inside the lives of minimalists from all walks of life—families, entrepreneurs, architects, artists, journalists, scientists, and even a former Wall Street broker—all …
