Month: February 2014
February 28, 2014
Are You Wasting Money? Part Three: Taxes, Insurance, Not Bidding and/or Negotiating
So far in this series on wasting money, we have looked at how people may overpay for housing, interest, transportation, food, clothing…
February 21, 2014
Passion Investing as a Spark to Your Life
Bill Gates, Warren Buffet and over 50% of the Fortune 400’s The Richest People in America list have decided to give away…
February 14, 2014
Taking Care of a Valuable Asset (You)
The combination of your talents, experience and skills represents an asset. Like any asset, it should be managed and protected. This includes…
February 7, 2014
The Three-Year Review and Three-Year Plan
Review your life’s circumstances from three years ago. Think about what you knew and what you didn’t know about managing your wealth….
February 1, 2014
How to Minimize the (Voluntary) Federal Estate Tax with Portability
Surprising to most people, the federal estate tax is a voluntary tax. Estate planning attorneys used to say, ‘You only pay if…