Archive for August, 2009

How Much is Your Life Worth? Part I

Friday, August 28th, 2009

Have you ever wondered how much your life is worth?  I'm not talking about your net worth, which is the value of everything you own minus your debt.  I mean how much you're trading your life, in exchange for your employer's money?  Strange idea, isn't it?
This will be no surprise to you, but life isn't [...]

Marketing your financial planning practice on Facebook

Wednesday, August 19th, 2009

If you've considered using Facebook to promote your financial planning practice, or any business for that matter, check out Kristen Luke's article. She always provides great information specifically for financial planners that want to improve their marketing. I was fortunate enough to be quoted in her most recent article The Three Best Ways [...]

What’s a Better Investment for Retirement; 401k, IRA, Stocks, Bonds, CD’s or Mutual Funds?

Saturday, August 8th, 2009

This is not a very good question from an academic perspective, and some experienced investors may frown on my article when they read the title. But since I'm asked it so often, that makes it a great question.  A 401K and an IRA are not investments.  They are tax privileged accounts that you, or sometimes [...]