Tag Archive: work

What I am Doing with my Unexpected Bonus

cash-gift

I can’t believe that it was 2 whole years ago when I bitched complained made note that I received an unexpectedly low bonus and what I was going to do to rectify the situation.  The amount that was “lower than expected” was actually part of my compensation schedule.  Well, this year things are different.  The compensation…

Three Common Qualities of High Net Worth Individual’s Balance Sheets

banker monopoly

I recently wrote that it doesn’t matter whether you make $46,000 a year or $460,000 the basics of personal finance are always the same, and one of my readers/fellow blogger, Investor Junkie, made a comment, @Evan: It would be great if you could write a few blog posts on your observations you’ve had working with…

A less than Expected Bonus – What should you do?

bonuses

I wasn’t going to write about this subject but why the heck not! As indicated in the left side bar, I work for a Fee Based Financial Planning firm, that being said we have clients that we don’t charge fees because of the compensation coming in somewhere else (i.e. money under management, premiums, sale of different…

Passed!

FINRA

Just wanted to share that I passed a few tests that my employer required (one was last week, one was last night).  I passed the Series 6 which Wikipedia defines as, The Investment Company Products/Variable Life Contracts Representative Exam, commonly referred to as the Series 6, is a multiple choice exam that registers an individual to transact…