The Case for a Diversified Investment Allocation
Wed, 07/27/16 | 4 Comments

Every so often someone will ask me what I would recommend they invest in. There’s a lot of ways this question is phrased, and it’s not always so direct. I.e.,
“Hey, I’d love to pick your …

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Note to Neal Gabler: Sorry, the Middle Class Can’t Have it All
April 25, 2016 | 10 Comments
Note to Neal Gabler: Sorry, the Middle Class Can’t Have it All

Last week, 3 different friends sent me a link to what has apparently become a viral article: The Secret Shame of Middle-Class Americans. The article was written by Neal Gabler, a man who by all …

10 Easy Ways to Reduce your Impact & Save Money
April 22, 2016 | 9 Comments
10 Easy Ways to Reduce your Impact & Save Money

Today is Earth Day. I’m fired up, and you’re welcome to join me. Lets make it more than just a token day that we forget about tomorrow. Let’s make it Earth Week, Earth Year, and …

5 Reasons why Home Ownership can be a Financial Disaster
April 20, 2016 | 18 Comments
5 Reasons why Home Ownership can be a Financial Disaster

You’re probably familiar with the script:
1. Go to school.
2. Get a well paying job.
3. Find a significant other.
4. Buy a home together.
Let’s cut it short right there. The “American Dream” of home ownership is instilled …

How to File an IRS Tax Extension
April 18, 2016 | No Comment
How to File an IRS Tax Extension

The tax deadline has arrived. If you don’t file a return on time, it will result in a penalty. You can, however, file an IRS tax extension to avoid a late filing penalty, and it’s …

Beware of the Erroneous Comcast Modem Rental Fee (Even if you Own the Modem)
April 13, 2016 | 8 Comments
Beware of the Erroneous Comcast Modem Rental Fee (Even if you Own the Modem)

Whether you are an unfortunate Comcast victim, er… customer or not, this post should still be of interest, because Comcast isn’t the only ISP with a history of erroneous modem rental fees.
In the past, I …

Why You Can’t Rely on the New Fiduciary Standard Rule Alone to Protect You
April 11, 2016 | 2 Comments
Why You Can’t Rely on the New Fiduciary Standard Rule Alone to Protect You

There was big financial industry news last week as the U.S. Department of Labor has clarified a new fiduciary standard rule meant to protect retirement investors from conflict of interest by those giving them financial …


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