Category Archive for "High-Income Earners"

Taming Financial Biases

Sep 16 2021

August 2021 Every year DALBAR, an independent researcher for the financial community, releases its report on what returns the “average” investor earns…

The Bright Spots Exist in the Mortgage Market

Jul 18 2011

I remember this song taught to me as a kid that goes, “Stay on the sunny side, always on the sunny side,…

How To Make the Most of Your 401(k)

Jul 11 2011

401(k) plans are getting a lot attention in the press lately, largely due to new rules coming out that require plans to…

Budgeting Does Work (If You Make It Easy and Fun)—Part 2

Jul 04 2011

Now that you have a sense of what you’re spending as a result of prior decisions, what you’re spending each week, and…

Budgeting Does Work (If You Make It Easy and Fun)—Part 1

Jun 27 2011

If you didn’t skip this blog post, you’re probably hung up somewhere in your life on cash-flow or budgeting.  Most of my…

You Can Maximize Your 401(k) and Its Returns

May 23 2011

If the bear market is not over – and I’m not convinced that it’s over – then what’s required right now to…

Making Sure Your Tools Still Make Your Plan Work

Apr 25 2011

The Los Angeles Times reported about a man in his 70s whose insurance policy premiums would have to increase to $510/month after…

Fear, Loathing, and Promises on Tax Day

Apr 18 2011

I know what a vast majority of you are doing today:  You’ve gotten over your fear that your accountant has forgotten you. …

How to Take Advantage of Tax Time Document Gathering

Apr 11 2011

There are three good things that come out of tax time:  (1) it officially ends the previous year, so onward and upward;…

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