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Advisers shift away from AUM fees to better serve clients
Fee-only financial planners are shifting away from charging clients based on a percentage of assets in search of models that are free of...

Steve Martin
May 14, 20151 min read
Just This Once
This one of the best articles on this concept in budgeting that I have seen. Do you find yourself saying “Just this once.”? Steve...

Steve Martin
May 14, 20151 min read
The 6 Best Tools For Creative Work, According To Science
Belle Beth Cooper has some very interesting ideas in this article. It’s worth looking at. Steve =========================================...

Steve Martin
May 10, 20151 min read
How our view of what makes us happy has changed in 80 years
Our view of what makes us happy has changed markedly since 1938. That is the conclusion of the psychologist Sandie McHugh from the...

Steve Martin
May 10, 20151 min read



Steve Martin
May 10, 20150 min read
Nurture the ‘Thing’ That Makes You Feel Energized and Talented
There are some great messages here about “knowing yourself”. Steve ================================================ This is an...

Steve Martin
May 10, 20152 min read
Why It Pays to Delay Social Security Benefits
Social security is a great insurance policy. But sometimes people mistakenly regard it as just one more investment that they should try...

Steve Martin
May 10, 20151 min read
35 Reasons Why You’re Succeeding At Life (Even If It Doesn’t Feel Like It)
In order to measure how successful we have been so far in life, we need to look at the little things instead of focusing on the big...

Steve Martin
May 9, 20151 min read
Clear Money | The Seven Roles of an Advisor
The following blog is provided by Jim Parker of Dimensional Fund Advisors on the roles that an advisor should play in your financial...

Steve Martin
May 9, 20151 min read
Megyn Kelly on power, Dr Phil, and ‘settling for more’ – Fortune
Kelly came to journalism after about a decade of working as a trial lawyer. Despite a high-paying legal career and a marriage to an...

Steve Martin
May 9, 20151 min read
Searching for The “Perfect Tool for the Job” Is a Waste of Time – 99U
Mastering any craft arguably takes just two things: time and diligence. To do your job better you simply need to focus on dedicating...

Steve Martin
May 9, 20151 min read
Do Your Values Align with Your Money & Time? – Behavior Gap
I’ve been surprised by a lot of things as a financial adviser. One of the biggest surprises has ended up playing a critical role in my...

Steve Martin
May 9, 20151 min read
Ideas for People Who Use Money: Thinking About Retirement – Behavior Gap
Each week, I’ll share interesting resources I’ve found related to money, behavior, emotion, and anything else that catches my eye. My...

Steve Martin
May 9, 20151 min read
10 Steps to Get Ready for Retirement – Financial Planning – AARP
A happy and fulfilling retirement means different things to different people. For you, it may mean transitioning from a full-time career...

Steve Martin
May 8, 20152 min read
Poem – “Yourself To Blame” by Mayme White Miller
Yourself To Blame by Mayme White Miller If things go bad for you And make you a bit ashamed Often you will find out that You have...

Steve Martin
May 7, 20151 min read
When to Claim Social Security – Retirement | BlackRock
Delaying Social Security Can Add UpDetermining when to collect Social Security benefits may be one of the most significant retirement...

Steve Martin
May 6, 20152 min read
Swedroe: More Value Facts And Fiction | ETF.com
Earlier this week, we began discussing some of the more pervasive and enduring facts and fictions surrounding the value premium. But it’s...

Steve Martin
May 6, 20151 min read
The Decline of the American Book Lover
The Pew Research Center reported last week that nearly a quarter of American adults had not read a single book in the past year. As in,...

Steve Martin
May 5, 20151 min read
There’s Enough Time in Your Life for Everything Important
If I could go back in time, I’d introduce my 22-year-old self to a quotation by the writer Brian Andreas: “Everything changed the day she...

Steve Martin
May 4, 20152 min read
Bill Duke Camp Teaches Media and Financial Literacy – Ask The Money Coach
I am a huge fan of actor Bill Duke. In fact, I just watched him in one of my all time favorite movies, Predator (a must have for your man...

Steve Martin
May 4, 20151 min read
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