Monthly Archives
- April 2008
- March 2008
- February 2008
- January 2008
- December 2007
- November 2007
- October 2007
- September 2007
- August 2007
- July 2007
Category Archives
- 'Down Home' Financial Calculators
- 'Down Home' Financial Planning
- 2010 Roth IRA Conversion Event
- Advisor Compensation
- Blogging Tips
- Blogroll
- ETF
- Featured
- Financial Planning, Retirement, and Now!
- Inspirations
- Managed Futures
- Mutual Funds
- My Community and Social Media
- My Two Cents
- Psychology Behind Financial Planning
- Random Musings
- Roth 401K
- Roth IRA Calculators
- Roth IRA Contribution Limits
- Roth IRA Conversion
- Roth IRA Rules
- Savings Calculators
- Social Security
- Traditional 401K
- Traditional IRA
Post-by-Post Archives
- The Quiet Before The Storm
- Flavors of the Week - Final Four Edition
- A Reader Question Regarding Self Employment Retirement Plans
- Deceased Celebrities and Their Shocking Estate Tax Bills
- 15 Actionable Ideas for Achieving StumbleUpon Happiness
- A Very Belated Easter Edition Roundup - Backdated!
- A StumbleUpon Tip That Will Make Your Blog Roundups a Breeze
- The Benefits of Owning a Solo 401(k)
- My favorite stumbles of the past week - Happy St. Patrick’s Day!
- The Pros and Cons of a SIMPLE IRA
- Pros and Cons of a SEP IRA
- “Fee Based” vs “Fee Only” Financial Advisors
- My Personal Experience with Chinese Money Habits
- My Favorite ‘StumbleUpon’ Articles of the Week
- An Interview with Dylan Ross
- How to Reduce Your Taxable Income
- My Favorite Stuff from Last Week
- The Single Most Important Thing You Can Control (when it comes to your investments)
- ‘My Two Cents’ On Your 401k Retirement Plan Options
- Highly Anticipated eBook: Money Matters For All Ages
- Chance Flavors of the Week - Oscars Edition
- 8 Things You Need To Know About a Roth 401K for 2008
- Regular 401K vs Roth 401K - The Basics
- ‘My Two Cents’ on Verizon’s Triple Play Fios Offer
- Chance Flavors of the Week
- How to Spend Your Economic Stimulus Rescue Check
- 10 Observations After Watching Roger Clemens Flail About
- 10 Simple Tips to StumbleUpon Success (That I Wish Someone Had Told Me About)
- So You Want To Become A Financial Advisor?
- Chance Flavors - StumbleUpon Merger Edition!
- What is an RSS feed and How Does It Work?
- ‘My Two Cents’ On The Incredible Sprint SERO Cell Phone Plan!
- ‘My Two Cents’ On How To Avoid Cell Phone Termination Fees
- Follow up to the Problogger article and comments
- Chance Flavors of The Week - Superbowl Edition
- ‘My Two Cents’ On Personal Finance Blogs
- Predatory Mortgage Lending and The Subprime Market
- 5 Easy Ways To Apply Frugality to Your Investment Decisions
- Chance Flavors Of The Week
- Easing into the Golden Years- the 60’s and Beyond
- ETF Assets Grew by $187 Billion in 2007
- From a Reader: A Roth IRA Excess Contribution Question
- Chance Flavors Of The Week
- Bill Gates’s Last Day at Microsoft
- Taking a Firm Stance On Which IRA Should Be the Cornerstone
- 8 Not So Vital Things To Know About The Roth IRA for 2008
- 8 things you need to know about a Roth IRA for 2008
- Missing From the IRS Website- 2008 Roth IRA Eligibility Phaseouts
- The Best of Chance Favors for 2007!
- Happy Holidays!
- Matching your risk tolerance profile to target retirement funds
- A Closer Look at Target Retirement Funds and How They May Affect Your Investment Allocation
- These earplugs doubled my productivity!
- ‘My Two Cents’ on 12 Investing Mistakes and How You Can Learn From Them
- 3 Ways To Build a Model Investment Portfolio Using ETF’s
- ETF’s, Superman and Popularity Contests
- ETF Capital Gains Distributions are Virtually Non Existent
- Taking Stock of my Tag Cloud and the Future
- I can’t stop cracking my knuckles!
- Managed Futures can be an integral part of your investment allocation
- Page 4 of ‘Your Social Security Statement’
- Page 3 of ‘Your Social Security Statement’
- Page 2 of ‘Your Social Security Statement’
- Page 1 of ‘Your Social Security Statement’
- Understanding ‘Your Social Security Statement’
- An ETF Tax Swap Idea for the Holidays!
- Dealing with the ups and downs of this market
- Blog Review: Generation X Finance
- Blog Review: Blueprint for Financial Prosperity
- Blog Review: Moolanomy
- Happy Birthday Mom!
- Blog Review: Get Rich Slowly
- Blog Review: The Simple Dollar
- Integrating ‘Down Home’ planning with other finance blogs
- Blown away daily
- Transitioning into ‘Down Home’ planning
- Blogging is Beautiful- Part II
- The difference between good and great
- The best mutual fund cost calculator - in action!
- My favorite mutual fund fee calculator
- Review of Kiplinger’s Mutual Fund Finder
- More on hidden fees- soft dollars anyone?
- Mutual fund hidden fees- the biggest culprit is…
- An analogy to drive home the point
- Breaking down your investment options
- The Real Cost of Investing in No Load Mutual Funds is…
- 10 things you need to know about No Load mutual funds
- Trying to fight the good fight
- 10 things you need to know about Class C share mutual funds
- C shares and how they fit into my business
- 10 things you need to know about Class B share mutual funds
- 10 things you need to know about Class A share mutual funds
- Opening the conversation on mutual fund share classes
- A Cost Comparison- The Real Cost of Mutual Funds v ETF’s
- Prepare to be one of the lucky few
- Giving away the shop gladly!
- Labor Day memories
- Relative performance can be relative
- Active Investing v Passive Investing? It’s a secondary decision in my book
- Understanding the Tax Efficiency of ETF’s
- 5 reasons I love ETF’s
- Blogging is beautiful!
- A brief conversation about ETF’s
- Observations about CNBC and Me
- I don’t know much about stocks!
- Home Budget Analysis - Calculator Explanation
- Benefits of spending less - Calculator Explanation
- Don’t delay your savings! - Calculator Explanation
- Retirement Nestegg - Calculator Explanation
- Roth IRA Conversion Calculator Explained
- Roth IRA vs Traditional IRA - Calculator Explained
- Introducing Financial Calculators
- Inspiration for Chance favors
- Tweaking the look
- Scratching the surface on mutual funds
- Scared Straight on Social Security
- ‘Down Home’ financial planning
- How financial advisors get paid
- Fixing the alignment
- Future tax rates are where?
- Fuggetta ‘Bout It - A Winning Investment Psychology
- Stripping the emotions out
- A client’s resolve
- Financial planning gone wild
- The downside of good planning
- The upside of good planning
- Tenets of a Traditional IRA
- The Secret to Funding a Roth IRA, regardless of your income!
- Interested in the Equivalent of a Tax Free Loan in 2010?
- What I’m seeing out there
- Lying in your beds
- Qualified Distributions From a Roth IRA Are 100% Tax Free
- A Roth IRA for every American!
- Valuable Tidbits About Roth IRA Contribution Eligibility
- What is a Roth IRA? and Why You Need To Own One
- The financial planning process - Part II
- The financial planning process - Part I
- Sailing takes me away
- The real benefits of a financial plan
- Babysteps to filling a sizable void
- Why the sizable void?
- Here’s the rub
- The Sweetspot
- Generation X or E or Bof
- Whats in a name anyway?
- Chance favors or Roth matters?





