Monthly Archives: September 2011

Deals, Rewards, and Steals

Tweet With our economic environment in question, we need to take advantage of every possible opportunity to save a dollar along the way. More and more companies are offering “deals” to reward loyalty and capture new customers. Some of the offers are coming from places you may not expect, so I thought I would share with you some of my recent finds. … Continue reading

Posted in Cash Flow & Debt, Financial Planning, Savings | 1 Comment

Your CPA is NOT your Financial Advisor!

Tweet So often I hear folks discussing the advice they receive from their CPA regarding investments. While CPAs perform a great service as accountants and bookkeepers, investment and financial advice is an area that should be left to financial advisors. Just as your dentist shouldn’t be your doctor, and vice versa, getting advice from the professional with expertise in the appropriate area … Continue reading

Posted in Financial Planning, Investments, Taxes | Leave a comment

401K:Still the Best Game in Town!

Tweet The market has made a nice return from its lows several weeks ago. The storm has seemingly calmed, at least to some degree. The interesting fact is that nothing has really changed. We are still facing the same economic issues we where three or four weeks ago. My point is that the uncertainty still remains. With the uncertainty still in place, … Continue reading

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Posted in Financial Planning, Investments, Retirement, Savings, Taxes | 4 Comments