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Warren Buffett to heirs: Put my estate in index funds
This is an interesting point of view (that I like) from the greatest investor ever. Steve ==========================================...

Steve Martin
Apr 19, 20141 min read
Your Social Security Benefits: Are They Taxable?
Jim Blankenship does a great job explaining this subject. STeve ======================================== If you’re receiving Social...

Steve Martin
Apr 19, 20141 min read
5 Frugal Habits of the Rich
A great article with excellent ideas for all of us – not just the rich! Steve =================================== Landing a cushy job...

Steve Martin
Apr 19, 20141 min read
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...

Steve Martin
Apr 19, 20141 min read
Breaking down retirement risks – MarketWatch
This is a very good article about the risks you face in retirement. It was written by Wade D. Pfau, Ph.D., CFA, , a Professor of...

Steve Martin
Apr 19, 20142 min read
Strategies Married Couples Can Use to Boost Benefits
Managing your Social Security Benefits is one of the most powerful retirement tools couples (and individuals) have at their disposal. ...

Steve Martin
Apr 19, 20143 min read
Six Steps To Financial Spring Cleaning For Divorce
Six Steps To Financial Spring Cleaning For Divorce Spring is finally here, and most of the country would say it has come none too soon....

Steve Martin
Apr 19, 20141 min read
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...

Steve Martin
Apr 19, 20141 min read
Making Space: The First Step To Finding Your Passion
This is a great article for those who want more meaning in their life. Steve ======================================= She was burnt out. I...

Steve Martin
Apr 19, 20141 min read
Invest in a Roth 401(k) If You Can
This is a good article about the value of using a Roth 401k – which I find are becoming available much more frequently. They are a good...

Steve Martin
Apr 19, 20141 min read
5 rules to live a happier life …
Twitter / damnitstrue: 5 rules to live a happier life ….

Steve Martin
Apr 19, 20141 min read
Morningstar Admits Fund Expenses More Important Than Star Ratings — My Money Blog
By Jonathan Ping A funny thing happened when Morningstar performed a study on whether expense ratios or Morningstar “star” ratings are...

Steve Martin
Apr 18, 20141 min read
Morningstar Ratings: Useful or Useless?
I found this article regarding morningstar ratings by Edwin Choi very interesting. The bottom line is that their ratings are note very...

Steve Martin
Apr 18, 20141 min read
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...

Steve Martin
Apr 12, 20141 min read
How Delaying Social Security Can Be The Best Long-Term Investment Or Annuity Money Can Buy
One of the most common discussions I have with clients is about the importance of making the correct decision about when to start taking...

Steve Martin
Apr 12, 20142 min read
Even Die Brokers Intend To Leave Money To Kids | Wealth Planning and Management
In a recent column I reported on a survey done by the financial services company HBSC that found only 59% of US parents intend to leave...

Steve Martin
Mar 2, 20141 min read
What’s safer: Individual bonds or funds?
A common misconception is that bond funds are more exposed to interest-rate risk than laddered individual bond portfolios. The truth is...

Steve Martin
Mar 2, 20141 min read
Future Testing
This is a very interesting article on “Perspective” by Jim Parker of DFA. Steve ===================================== Much financial news...

Steve Martin
Feb 24, 20143 min read
A Different Dimension (DFA Funds)
This is an excellent article about DFA Funds by Dave Yeske & Elisa Buie. Full Disclosure – I am a fan of these funds! Steve...

Steve Martin
Feb 10, 20142 min read
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...

Steve Martin
Feb 10, 20141 min read
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