I saw this topic today over at Nerdwallet, and wanted to share some insight on the matter. Note the standard disclaimer that everyone is unique, and to pay a professional if
The TestMany of you are probably familiar with Zillow and its “zestimate” valuations. But if you’re looking for a guess as to what a house is worth, there are quite
Last night, on Twitter, I suggested a few questions that you should ask your Financial Advisor, let’s explore them a bit more closely here, along with a few more pearlers.Note that
It’s annual benefits enrollment time, everyone! Dental insurance is not something that gets a lot of attention, possibly because it’s an afterthought compared to health insurance..
Long Term Care refers to the period of time in which loved ones will require additional assistance to complete the routines of daily living. Importantly, it isn’t just about mon..
Employee stock purchase plans (ESPPs) are, in short, amazing. If you have access to one and your are not maximising it, you should take a second look. They come with
How interesting… The West Elm furniture store chain is launching a boutique hotel chain:
The retail chain plans to open a line of West Elm hotels, with five locations beginning to
Approved for the Chase Sapphire Reserve? You gotta be kitten me! This card is “purr-fect” for the frequent traveler! That’s why this little guy is feline so good about it! Hopefu..
IHG just performed its regular ritual of getting our hopes up and then letting us down with its list of Pointbreaks hotels. There are three kinds of Pointsbreak hotels:
I wrote in January of how I pulled together a trip for my family of six to Nicaragua over Christmas and New Year’s using points and miles. I haven’t posted anything
So the ‘Brexit’ vote happened. The markets weren’t expecting it, and they are about to show their disappointment. Big picture, the actual leaving of the EU might be a good
Conventional advice is to put business purchases onto a business credit card. I myself have done this for many years. However, we might want to explore the ‘why’ of that,
In Dia’s post today she linked to a great takedown of another blog genre, the mommy blog. I found the takedown to be quite amusing since it sounded a bit
I like Robo’s, especially Betterment as they appear much more human than the wicked Wealthfront. As an advisor myself I find that the strategies they implement offer a lot of
SIOUX FALLS, SOUTH DAKOTA–After an on-again, off-again romance that spanned years, world famous blogger Brian Kelly, also known as The Points Guy, has finally tied the knot with ..
The Pattern is what I call the path of most efficiency, the order in which things should be done. Everything has a Pattern, here’s one you might understand and can
I created Guide Wealth Management to prove that you could offer exceptional quality of service for a reasonable cost. We launched almost a year ago in New York and I wanted
Private Pensions offer the holder a multitude of options, in extreme cases I have reviewed plans with over a dozen different choices for the account holder. Here’s some key crit..
Whenever you close a position in a taxable account, a tax recognition event occurs in that year. When it comes to reporting this to the IRS,the process isn’t as smooth
I received an odd message in my inbox the other day. The subject line was “Barclaycard Remediation Alert – Action Needed”. Here’s what it said:
You are receiving this email because
Risk, purportedly, is linked to reward. However it is quite possible to create risk in your portfolio without the reward attached to it. But when we think of ‘risk’ as
The PREMIER credit card, offered by First PREMIER Bank (the capital letters let you know they mean SERIOUS BUSINESS), is the worst credit card I’ve ever looked at. I doubt
It’s been a rough year for the market thus far, when looking at the return of your investment it is important to not just look at the price of the