Top Ten Mistakes Made by Financial Agents and How to Prevent Them

The following is a guest post created by Ashley B. Mulvey who writes for financial advisor career advice , her interest blog she uses to share her knowledge to assist people cope with the facets of economic advisory. Financial Advisers can have great careers and be real assets to their communities, but they can fall […]

Lessons learned from sad 401k story

WSJ ran an interesting article “Retiring Boomers Find 401(k) Plans Fall Short” over the weekend (link here, if not work please google the article to get it). I felt sorry to read this: …Gloria Moss has been contributing to a 401(k) since 1985, when she went back to work after having children. Especially after divorcing, […]

Turbo Tax discount and weekend in review

Turbo Tax Federal discount It’s tax season again. Here is the Turbo Tax Federal discount available to me. In most cases I think it will also work for others 🙂 Bank of America: 35% off link Citicards: 35% off link Scottrade: 30% off Vanguard (regular customers): 25% off Weekend review Signed up the 360iDev iPhone […]

Some myths on retirement savings

During the annual benefits enrollment a while ago, I knew health insurance premium would go up quite a bit in 2011. So what can I do to offset that premium increase? Decrease the savings for 401k? Just kidding. Over the years I have seen a lot of confusions and myths on the 401k savings. For […]