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Category Archives: Counting Your Pennies

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20 Things The Rich Do Every Day

 I have often spoke with clients about living their life in a proactive way rather than reactive. It turns out that wealthy people tend to create positive, pro-active habits that lead to their success. I do believe your character is a function of your habits

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Do You Really Understand Your Tax Bracket?

Whether you received a bonus from work or are retired and considering taking an IRA distribution, understanding how that extra income impacts your taxes is important.  I just had a client review meeting explaining tax brackets and realized it’s quite possible many people do not

Two hands preserve a green tree against a thunder-storm

Déjà Vu All Over Again

Déjà Vu all over again was the response I received from one long-time client in response to what is going on lately with the stock markets around the world. Seemingly no worries at all. He’s seen it all before and hopefully is very comfortable with

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Trade Expectations for Acceptance

Parents constantly judge their kids decisions and choices.  In their eyes, their kids make head scratching or down right frustrating decisions every day.  As a parent, I sometimes allow my kids to drive me nuts when they don’t do what I want them to do.

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Want to Smile? Work up a Sweat!

Lately, I’ve lost some of the bounce in my step and have found myself not smiling as much as I would like. Despite trying many of my mood uplifting tricks, I couldn’t shake my doldrums. I tried walking at night, breaking my diet and eating

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Bonds Struggling in 2015

Interest rates have crept up a little bit. I snapped this picture last week at a local bank. You wouldn’t know it by this CD rate. Bond prices move inversely to interest rates.  The past few months haven’t been too good for bonds.  The 10-year

Man praying for the phone to ring

Declined

One phone call with a woman on the other end saying I was “declined” for coverage really had my head spinning.  A little over a month ago I applied for more life insurance, (the kind with the rider that allows you to get an advance

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Is a Private Pension in Your Future?

With CD’s paying next to nothing, we need some creative ideas to generate more income during retirement… Most of us have a notion on what a “pension” is, as you or someone you know may be fortunate enough to have one.  A pension is a

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