Category: Financial Planning

Volatility, China, and Oil

by Dimensional Fund Advisors January 2016 saw the worst start to the year for the S&P 500 in history, while the Chinese equity market experienced

Read More »

The Ultimate Tax Shelter

If you are eligible to but are not taking advantage of itemized deductions on your tax return, then you could be missing out on thousands

Read More »

Unhealthy Attachments

Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth?

Read More »

10 Dangers of Joint Tenancy

In follow up to the article written by our friends at Laiderman Law Firm, I wanted to expand upon some of the dangers of joint tenancy. Also, I want

Read More »

Blocking the Plate

Every once in a while, I like to blog about personal items that really have nothing to do with financial planning or investing.  With that

Read More »

Thank you so much for signing up to receive periodic Finance Tips! We hope you enjoy the content.

* Downloading PDF will also sign you up to receive weekly financial tips. But don’t worry, you can always unsubscribe anytime.

Please check your email for the download instructions. We hope you enjoy the content!