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Sending Your Kids Off To College Ready or Not
Many of you will be sending you children off to college in the next few years (maybe this year). And when you do, you will probably be...

Steve Martin
Aug 27, 20141 min read
Estate Planning Lessons from Celebrity Deaths
Roger Wohlner, one of my most-respected financial planners, uses the most recent celebrity deaths to explain some key points of Estate...

Steve Martin
Aug 24, 20141 min read
401k Rollover Boom Enriches Brokers at Retirees’ Expense
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...

Steve Martin
Aug 15, 20141 min read
Don’t Save 10% Of Income, Spend (Just) 50% Of Every Raise And Systematically Save More Tomorrow!
For those of you who find it tough to save more, this is a different (and great) approach from fellow financial planner Michael Kitces. ...

Steve Martin
Aug 11, 20141 min read
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...

Steve Martin
Aug 11, 20141 min read
4 Key Money Phrases to Teach Your Kids
Susan Beacham has some excellent ideas for raising money-smart kids in this article. I especially like the idea of teaching them to say...

Steve Martin
Jul 28, 20142 min read
Focus on Progress, not Perfection
Progress comes in small steps – not all at once. Jude Budreaux has some great ideas for focusing on progress – not perfection. Steve...

Steve Martin
Jul 28, 20141 min read
16 Ways To Grow Mentally And Physically
16 Ways To Grow Mentally And Physically.

Steve Martin
Jul 8, 20141 min read
The Generous Billionaires Club
Not many of us are as rich as these folks, but this article provides some interesting food for thought as you decide what you want to do...

Steve Martin
Jul 8, 20141 min read
Generosity makes you happy. Happy people are more likely to be successful
An interesting message from Carl Richards – Steve ======================================= Yesterday, things came to a screeching halt for...

Steve Martin
Apr 30, 20142 min read
No Such Thing as Unbiased Financial Advice
Is your financial advisor biased? To find out, read on….. Steve ============================= Is your financial advisor biased? To find...

Steve Martin
Apr 30, 20141 min read
Ways Money Can Buy Happiness
Who knew? Money can buy you happiness! An interesting perspective from Rick Kahler – Fee-Only CFP. Enjoy Steve...

Steve Martin
Apr 30, 20141 min read
NFCC Annual Financial Literacy Survey RevealsGaps in Knowledge and Execution of Basic Personal Finan
As Financial Literacy Month begins, the National Foundation for Credit Counseling® NFCC today released the results of the 2014 Financial...

Steve Martin
Apr 30, 20141 min read
Trust for special-needs child’s long term care
The heart of estate planning, for many of us, comes down to one issue: taking care of family. We do our best to make decisions that we...

Steve Martin
Apr 28, 20141 min read
Mobile Trend Creates Cultural Shift in Micro Philanthropy
This is an interesting article about the way micro-philanthropy is changing through changing technology. Steve ==========================...

Steve Martin
Apr 28, 20141 min read
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...

Steve Martin
Apr 28, 20141 min read
Michael Kitces: Plan for the critical first decade of retirement – Feb. 26, 2014 – newsl
Michael Kitces: Plan for the critical first decade of retirement – Feb. 26, 2014 – newsle.

Steve Martin
Apr 28, 20141 min read
Money can’t buy love, but it can buy happiness
This is a great article by fellow financial planner, Rick Kahler. He has some excellent ideas! Steve ==================================...

Steve Martin
Apr 21, 20141 min read
Teddy Roosevelt’s 10 Rules For Reading
I found this article fascinating and helpful. Steve ========================= “A book must be interesting to the particular reader at...

Steve Martin
Apr 19, 20141 min read
Non-Financial Legacy Planning
This is a powerful article about Non-Financial Legacy Planning by Gary Williams. I hope you take a minute to read it. Steve...

Steve Martin
Apr 19, 20143 min read
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