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Mailbox: Which States Allow Prize-Linked Savings Accounts?
on November 13, 2014
with No Comments
There are thirteen states so far. Does your state allow them?
Bogle’s Best Advice: Don’t Peek
on November 10, 2014
with No Comments
When it comes to finances, just shut your eyes and keep them closed.
Do New Healthcare Plans Cost More?
on November 9, 2014
with No Comments
Last year plans were being cancelled. This year, citizens are receiving notifications of rate hikes in the double digits. Is this really happening?
The Influence of American Values on Garry Kasparov
on November 6, 2014
with No Comments
As a libertarian and former chess prodigy, I enjoyed very much an address by Gary Kasparov at the Cato Institute entitled, “The Influence of American Values.”
Planning Clients Often Don’t Get What They Pay For
on November 5, 2014
with No Comments
While I agree with the study, I don’t know that I agree with the prescribed solutions suggested.
Interview with Senatorial Candidate Robert Sarvis
on November 3, 2014
with No Comments
We e-mailed all the senatorial candidates inviting them to be interviewed on our blog. Of all the candidates, Robert Sarvis, the Libertarian 2014 Virginia Senatorial candidate, was the only one to respond.
The Drive of the Lottery
on November 2, 2014
with No Comments
The lottery is based on the most powerful way to motivate people and change their behavior: a variable reward in response to a specific behavior.
Tax Limits: 2015 Employer-Sponsored Retirement Plans
on October 30, 2014
with No Comments
It’s important to know the limits so you don’t over-contribute and incur tax penalties, but contribute just the right amount (based on your income) for your future standard of living.
How Can I Give to My New Grandchild?
on October 30, 2014
with No Comments
My daughter and son-in-law are expecting their first child, and my husband and I want to give some money for the child as a gift. What are my options?
How To Divide An Inherited Account Evenly
on October 29, 2014
with 1 Comment
There is no accounting for how many heirs an account might need to be divided among in an estate plan. Here are the best practices for how to divide the estate.
If You Wouldn’t Buy It, Why Keep It?
on October 27, 2014
with No Comments
The stock market is one of the few places that when things go on sale we are less likely to want to buy.
The Mindset of the Lottery
on October 26, 2014
with No Comments
The classic conversational pastime of answering the question, “What would you do if you won the lottery?” could help you or it could hurt.
Radio: Are U.S. Markets Overvalued?
on October 23, 2014
with No Comments
This radio interview covers the basics of what investing is, and how to think about investing, especially in U.S. Markets with a constant stream of information available.
Should You Be Building Bond Ladders In This Lower Rate Environment?
on October 22, 2014
with No Comments
There was an interesting article by Joseph Lisanti in Financial Planning Magazine entitled, “Should You Be Building Bond Ladders?” which read in part: As with many strategies, laddering works best for clients with sufficient assets to benefit fully from it. … Read More
Which Public Policies Help to Decrease Disparities in the Distribution of Wealth?
on October 21, 2014
with No Comments
What if only enough redistribution were applied so that the top 1% (or whatever top segment) has just 15% of all wealth instead of 40% or whatever it is now?