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Make Sure To “Beta” Test Your Portfolio
Beta is one measure of risk your portfolio is taking. Generally, what it measures is how risky your portfolio is to the market as a whole. For example, a portfolio that has a beta of more than one is...
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Is it Worth Having a Gym Membership?
Lately, I've been thinking of canceling my gym membership. What I've found is that most people do not use their gym membership to its full capacity, especially for as much as we all pay for it. My...
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Unemployment Extension: F.A.Q.’s
So here are answers to some of the most frequently asked questions about the Unemployment extension: Q. Who’s eligible for extended unemployment benefits? A. Unemployment benefits will be extended by...
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Ten Things To Include In Your Will
Ten Things To Include In Your Will Here is a great article By Barbara Kate Repa, Caring.com Senior Editor that I came across on www.caring.com 1. Name a personal representative or executor. In an...
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I like April 15th!
Within a few weeks, we will be approaching one of my favorite days of the year April 15th. This is the last day of the official tax season unless you are filing an extension. If you ever want to...
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5 Tips To A Successful Garage Sale
If you need some extra cash, one thing to consider during the holiday season (don’t wait til’ it warms up) is to have a year end garage sale. Garage sales can be really profitable or just end up...
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What Tax Deductions Can I Take For Using My Car?
As the tax year ends and you scramble to pull together your year end tax deductions, people often ask us whether they can get a deduction for using their automobile. It’s important to understand...
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Should I Refinance My Mortgage?
These past couple of years many clients have asked about whether or not they should refinance their mortgage. Along with people who have never refinanced, those that did even 18 months ago may be...
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Your Kid Has An I-Phone. Who Pays The Data Plan?
I’m pretty sure Apple can’t be hurting even though Steve Jobs is not at the helm anymore. My kid’s went back to school last week and mentioned to meet the glut of Apple products that other students...
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It’s Saturday Night And There Is No Recession
My wife and I decided we would go out for dinner this past Saturday night. She’s always telling me that you’ve got to make a reservation on Saturday night because things get busy and we’ll have to...
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The Words We Don’t Want To Hear: “You May Need To Save More”
I really think over the next five years the whole notion of retirement planning is going to change. The X and Y generation don’t think about retirement the way their parents or grandparents did....
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Google For Coupons?
With the proliferation of so many coupon sites, it can truly get dizzying trying to figure out how to manage the never ending stream of deals that hit your e-mail every day. Some of the larger well...
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Can You Barter For Legal Services?
I wrote a few weeks ago in Your Smart Money Moves about how I found out through my research that the only people who can own or revenue share with a law firm are the lawyers themselves. You have to...
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Beneficiary Designations for your IRA
What Beneficiary Designations mean and why they matter… For most people, “estate planning” means drafting documents (such as a Last Will and Testament) that makes sure that your property is managed...
View ArticleVIDEO | How A Threesome Can Improve Your Retirement?
Published on Oct 8, 2012 I’m officially thinking that any man (or maybe women too) who read this headline was thinking this, “Ted, have you officially lost your mind trying to connect the words...
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Why Are You Mad At Your Accountant?
Here is a question to ask yourself after tax season is over. What really happens during a typical tax season for a family or business? I have been doing this for over 20 years, and so let me describe...
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Entrepreneur Series – Lesson 3 – Know Your Role As The Owner
As an entrepreneur starting a new business, you often have to wear the hat of cook, dishwasher, accountant, and general manager. However, one of the biggest mistakes a young owner will make is not...
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Entrepreneur Series – Lesson 6 – Poor Staffing Decisions
One of the first things I heard when I got into management in my career is the phrase “you have to put the right talent on the bus”. While I understood its meaning, it took many years to realize how...
View ArticleVIDEO: Entrepreneur Series – Lesson 6: Poor Staffing Decisions
Read the full post here : http://bit.ly/15PVYNM One of the first things I heard when I got into management in my career is the phrase “you have to put the right talent on the bus”. While I understood...
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Three Apps That Are Downright Creepy
In the decade where we have seen the proliferation of the ‘app’, not all apps are turning out to be useful. When I have conversations with people about their smart phone apps, it quickly dawns on me...
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