These are the 7 steps Dave Ramsey followers really need
Although I think that Dave Ramsey has helped a lot of people, I think that there are some shortcomings in the advice he gives. This...
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Steve Martin
- Jan 12, 2015
- 1 min
Retirement readiness: 15% salary deferrals are the new 10% for 401(k)s
Saving 15-20% of your income for retirement can buy you a lot of freedom at a time in your life when you really want it. Think seriously...
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Steve Martin
- Jan 11, 2015
- 1 min
10 Warning Signs Your Investment Advisor Is Leading You Astray
A short and interesting article from Michael Kay – a great CFP! Steve ===================================== You know the old joke.How can...
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Steve Martin
- Sep 5, 2014
- 2 min
7 Retirement Mistakes Gen X Is Making
Richard Eisenberg has an interesting viewpoint on how generation x (the generation born after the Western Post–World War II baby boom –...
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Steve Martin
- Sep 5, 2014
- 1 min
Eight Financial To Do Items for the Rest of 2014
Roger Wohlner has created an excellent list of things you should think about before the end of the year. I suggest you do everything on...
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Steve Martin
- Aug 11, 2014
- 1 min
Retirees suffer as 401(k) rollover boom enriches brokers
I have noticed too much of the poor advice that they are talking about in this article. If you are retiring or are retired and have a...
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Steve Martin
- Apr 28, 2014
- 1 min
Just Say No to Crystal Balls – Inside Information
The following is a blog by Bob Veres, one of the most respected voices in the world of financial advice. I suggest that you pay...
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Steve Martin
- Apr 19, 2014
- 1 min
A pro’s financial advice trumps friend’s every time
An excellent article by Peter Dunn on the importance of getting professional advice as you plan and implement that plan for your...
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Steve Martin
- Apr 19, 2014
- 1 min
5 Financial Habits to Break Right Now
Five Solid Ideas to improve your financial life! Steve You’ve got a fresh start on a new year. It’s the perfect time to take the...
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Steve Martin
- Apr 12, 2014
- 1 min
Financial checkup: 4 things to do now
Economic uncertainty has made the need for planning more critical than ever. It doesn’t have to be complex or time consuming, though. The...
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Steve Martin
- Feb 10, 2014
- 1 min
Pay Yourself First
Some of the best advice – ever. Steve ========================= One of the first steps to saving is to get yourself on an automatic pay...
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Steve Martin
- Sep 15, 2013
- 1 min
What Is A Good Investment Return? Are You Sure?
How to Determine What a Good Investment Return Really Is First, lets get clear on what your return is. You calculate this by comparing...
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Steve Martin
- Sep 13, 2013
- 1 min
4 Things Advisors Should Never Say to Clients
Writer Emily Guy Birken and advisor Rick Kahler consider 4 pieces of investment advice a financial advisor should never give In the world...
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Steve Martin
- Jul 30, 2013
- 2 min
Five MORE things that are more important than rate of return
The most common question I get as a financial planner is “What kind of rate of return can you get for me?” This question implies that the...
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Steve Martin
- Jun 24, 2013
- 1 min
What’s the Plan?
More planning goes into an average vacation, than for one’s life in retirement. Yes, that’s a pretty bold statement, however, it is...
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Steve Martin
- Jun 24, 2013
- 1 min
What’s the Plan?
More planning goes into an average vacation,, than for one’s life in retirement. Yes, that’s a pretty bold statement, however, it is...
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Steve Martin
- Apr 27, 2013
- 1 min
Sundown in America?
This is a great article from my friend and fellow ACA Financial Planner. It is worth spending a few minutes to read. April 16, 2013...
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Steve Martin
- Apr 16, 2013
- 1 min
Rules Of Dumb
Lynn Hopewell, one of the pioneers of the financial planning profession, once said, “Rules of thumb are for people who want to decide...
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