How to get financially savvy “A young persons view”

More than office talk! Now, you will probably have heard the word pensions flaunted around the office occasionally. If you are a 20 something graduate working in an office participating in the everyday light conversation, you can easily be forced to slip out of the conversation because you haven’t got a clue what your co-workersContinue Reading

October 2013 Net Worth Update

IT HAS FINALLY HAPPENED! It took almost 9 months but I am finally positive year to date. I think if the upcoming government shut down happens there will be some buying opportunities for my dividend fund but the history on what happens to the market when there is a government shutdown is iffy at best. MyContinue Reading

Are You in a Second Marriage? Then You Should Have a Sound Estate Plan

I have had a conversation twice in the same amount of weeks with people in my life about estate planning disasters waiting to happen due to a second marriage.  Neither situation was formed from an initial ill will but both will end very bad and probably not how the testator wanted. Two Examples of How aContinue Reading

What Makes A Good Business Partner? I Have Zero Clue

When digging through my email the other night I came across an email I sent that made me laugh.  When I hit send on January 5, 2011 I could not have begin to guess what it would have morphed into nor could I imagine how much profit it would have made over the past 2Continue Reading

How Do You Feel About Advertising The Stock Not the Products The Business Makes

I was reading an industry magazine when I saw this ad.  I have seen them in the past, but for some reason this one caught my attention (nice work advertising team for Kraft).  What took me back was that this advertisement was not for a brand which was under the Kraft umbrella, but rather completelyContinue Reading

Another Reminder Why I Like My Dividend Account

I don’t pay particular attention to my dividend income since it is so low, but I was inspired the other week when reviewing a client’s file.  The individual, a police officer, built a very impressive balance sheet with his wife, an administrative assistant, but I was shocked when I saw the tax return.  This coupleContinue Reading