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  This is a Guest Post by Rob Bennett who writes the “A Rich Life” blog. He has recorded over 80 podcasts describing how to make the shift from Passive Investing to the new Rational Investing model for understanding how stocks work. A professional baseball player knows more about baseball strategy than does a little leaguer. A nutritionist Continue reading The More You Know About Investing, The Less You Know About Investing March 31st, 2009 | Tags: asset allocation, guest post, Investing | Category: Investments | 30 comments
 I previously discussed the items one should bring to a tax appointment so I figured I should give my readers an update as to what happened. Our Meeting with our “New” Accountant The wife and I met with an accountant which came highly recommended by a co-worker. The meeting went well, and he was shocked how organized Continue reading 2008 Taxes Update – Taxes are E-Filed; What I am doing with the Refund? Why pay, use free tax filing from H&R Block
This post was inspired by a post titled, “Lending Money to Family and Friends” on a great blog fivecentnickel. It was written by Laura from Green Panda Tree House, who was nice enough to choose my article on Law of Diminishing Marginal Utility for the Carnival of Personal Finance #196 Edition. What are the Tax Mechanics Continue reading Tax Mechanics of Intra-Family Loans  An Investment Average of 10% won’t Guarantee Success I saw a great advertisement released by my office’s parent company today; I have never released what my office’s parent company is…and I am not about to start now! Notwithstanding my obsession with privacy, I couldn’t get over this info and felt like I should share. Each portfolio has an overage Continue reading An Investment Average of 10% won’t Guarantee Success  I apologize for the short post, but I wanted to point out a stupid lesson I learned last week. After the 150th commercial bragging about $99 for phone, internet and tv service, I lost it. I called up my cable company asking, “why the hell was I paying $150 with no phone service!?” The very nice customer Continue reading Easy Way to Save Money – Check your Utility and Cable Bills 
What is Sallie Mae? According to their website, Sallie Mae®, the nation’s leading provider of student loans and administrator of college savings plans, has helped millions of Americans achieve their dream of a higher education. The company primarily provides federal and private student loans for undergraduate and graduate students and their parents. In addition, Sallie Mae offers comprehensive Continue reading Sallie Mae Creates New Student Loan Product to Replace Current Private Loan March 18th, 2009 | Tags: education planning, Financial Planning, student loans | Category: Personal Finance | One comment
 When to Fire your Financial Advisor / Adviser Believe it or not, despite the recent volatility and drop very few planners at my office have been fired by clients! I will go into the reason a little later (or at least my humble theory). While revewing the Personal Finance section at WSJ Online – I came across a great article written by Continue reading When to Fire your Financial Advisor / Adviser Why pay, use free tax filing from H&R Block
 I was doing research on the recent changes in income taxes for one of the planners at my office, and I came across one of the coolest sites summarizing the changes (that is if you can describe any kind of tax stuff as “cool”). I am only going to highlight those income tax changes in 2008 Continue reading Credits, Deductions, Oh My! Summary of Recent Income Tax Changes |
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