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Five Financial Moves You Should Be Making (But Probably Aren’t)
There are some great basic ideas in here. Steve ==================== If you follow the news, you’ve probably read a lot about the state...

Steve Martin
Feb 10, 20141 min read
What’s the Best Debt Payoff Strategy for You?
Debt is a problem for many people. The article below by Abby Hayes gives some excellent ideas for attacking debt! Steve How to Pick a...

Steve Martin
Feb 10, 20141 min read
8 secrets for success from early retirees – Andrea Coombes’ Working Retirement – M
Don’t trash your goals because you think they are impossible. Steve ====================================== A fair number of people, it...

Steve Martin
Feb 10, 20141 min read
Should you retire to college?
One more creative retirement idea! ======================================= Don and Joyce Parker whip out their IDs whenever they want to...

Steve Martin
Feb 10, 20141 min read
The Golden Ticket Trap
Here’s an excellent article by Jim Parker – pointing out the fallacy of the “Golden Ticket” belief. If this is your strategy, I suggest...

Steve Martin
Feb 7, 20143 min read
Surprise! No Selloff in 2013
So – how smart are the prognosticators? Westin Wellington addresses this subject in a way that will make it clear to you that you...

Steve Martin
Jan 15, 20144 min read
Charitable funds: Not just for billionaires
They aren’t super-rich, and they aren’t bankrolling big foundations. They’re average investors who have saved and invested responsibly...

Steve Martin
Jan 1, 20141 min read
3 Wealth Destroyers to Fight Ferociously
This is an excellent article about how to protect your wealth. Steve ======================================= When financial planner J....

Steve Martin
Jan 1, 20141 min read
Annuity insurance For Market Crashes Has Risks
Rick Kahler does a great job discussion the Variable Annuities in this article. Steve Many investors, panicked by the market crash of...

Steve Martin
Jan 1, 20141 min read
New Year’s Questions – An Exercise to Begin 2014
New Year’s Questions I picked these questions up at a wonderful workshop I attended a few years ago and have found them very useful....

Steve Martin
Jan 1, 20142 min read
The Habits Of Supremely Happy People
This article from Kate Bratskeir of the The Huffington Post is very interesting and worth reading – but only if you are interested in...

Steve Martin
Dec 19, 20131 min read
S&P has bad news for this year’s top-performing funds
This article, By Jason Kephart, reinforces a fact that DFA and others have been talking about for years, and which is a key aspect of my...

Steve Martin
Dec 19, 20131 min read
The Case for Taking a ‘Gap’ Year in Midlife
A client shared this article from the Wall Street Journal with me today. I love the article and think it has some great ideas in it. ...

Steve Martin
Dec 11, 20131 min read


Outside the Flags: Rate Expectations
Here is an interesting article by Jim Parker, Vice President of DFA, about trying to figure out what interest rates will do and how that...

Steve Martin
Dec 5, 20134 min read
Your Year-End Tax To-Do List: A 5-Step Plan
The end of the year is a great time to take some action to reduce you taxes for 2013. The following article has some good ideas for you...

Steve Martin
Dec 2, 20131 min read
15 Tax-Saving Steps to Take Now
With the end of the year quickly approaching, you are probably focused on finalizing travel plans and squeezing in last-minute holiday...

Steve Martin
Dec 2, 20131 min read
Where The Smart Money Is Headed
In a recent Barron’s article titled, “Where the Smart Money is Headed,” reporter Beverly Goodman highlights mutual fund manager...

Steve Martin
Nov 26, 20131 min read
Rick Kahler Advises Caution With Investment Real Estate | Kahler Financial Group
An interesting perspective from Rick Kahler. Full Disclosure: I like REITS. Steve ======================= Want a good way to build...

Steve Martin
Oct 30, 20131 min read
Why 65 is too young to retire- MSN Money
This post comes from Dave Bernard at partner site U.S. News & World Report. U.S. News & World Report on MSN MoneyThe magical age 65 that...

Steve Martin
Oct 27, 20131 min read
5 ways to get rich . . . or poor – 1 – money management – MSN Money
I\’ll break this to you gently: You\’re probably not going to end up filthy rich. Only about 80,000 U.S. households (out of 115 million)...

Steve Martin
Oct 27, 20131 min read
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