Monthly Archives: March 2009

For Most Investors Diversification is Key

For Most Investors Diversification is Key

I felt horrible today as one of the planners who works in my office brought up a client we worked on 2 years ago.  As I have explained in the about me, I am back office support for a lot of fee based and commission based financial planners. This particular client came across my desk… Continue Reading

9 Personal Finance Lessons from Legend of Zelda

9 Personal Finance Lessons from Legend of Zelda

As I was going through this Week’s Carnival of Personal Finance hosted by Free Money Finance (hell yeah my article on Verifying your Beneficiaries was chosen by FMF) I found a GREAT blog post that I had to rip off. Let me be clear, I am completely ripping off Pimp Your Finances’ post – his article, titled… Continue Reading

Meeting my CPA Tomorrow What Should You Bring when Meeting to do Your Taxes

Meeting my CPA Tomorrow What Should You Bring when Meeting to do Your Taxes

Well technically, since I am writing this post-12am on Sunday night/Monday morning it is today, but lets ignore that for now.  Weather permitting (anyone else out there on “the island” getting nailed by snow?), the Wife and I are meeting with our accountant/CPA that was recommended by a co-worker, and I need to figure out… Continue Reading