These are the 7 steps Dave Ramsey followers really need
Although I think that Dave Ramsey has helped a lot of people, I think that there are some shortcomings in the advice he gives. This...
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Steve Martin
Jan 12, 20151 min read
Retirement readiness: 15% salary deferrals are the new 10% for 401(k)s
Saving 15-20% of your income for retirement can buy you a lot of freedom at a time in your life when you really want it. Think seriously...
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Steve Martin
Jan 11, 20151 min read
10 Warning Signs Your Investment Advisor Is Leading You Astray
A short and interesting article from Michael Kay – a great CFP! Steve ===================================== You know the old joke.How can...
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Steve Martin
Sep 5, 20142 min read
7 Retirement Mistakes Gen X Is Making
Richard Eisenberg has an interesting viewpoint on how generation x (the generation born after the Western Post–World War II baby boom –...
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Steve Martin
Sep 5, 20141 min read
Eight Financial To Do Items for the Rest of 2014
Roger Wohlner has created an excellent list of things you should think about before the end of the year. I suggest you do everything on...
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Steve Martin
Aug 11, 20141 min read
Retirees suffer as 401(k) rollover boom enriches brokers
I have noticed too much of the poor advice that they are talking about in this article. If you are retiring or are retired and have a...
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Steve Martin
Apr 28, 20141 min read
Just Say No to Crystal Balls – Inside Information
The following is a blog by Bob Veres, one of the most respected voices in the world of financial advice. I suggest that you pay...
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Steve Martin
Apr 19, 20141 min read
A pro’s financial advice trumps friend’s every time
An excellent article by Peter Dunn on the importance of getting professional advice as you plan and implement that plan for your...
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Steve Martin
Apr 19, 20141 min read
5 Financial Habits to Break Right Now
Five Solid Ideas to improve your financial life! Steve You’ve got a fresh start on a new year. It’s the perfect time to take the...
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Steve Martin
Apr 12, 20141 min read
Financial checkup: 4 things to do now
Economic uncertainty has made the need for planning more critical than ever. It doesn’t have to be complex or time consuming, though. The...
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Steve Martin
Feb 10, 20141 min read
Pay Yourself First
Some of the best advice – ever. Steve ========================= One of the first steps to saving is to get yourself on an automatic pay...
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Steve Martin
Sep 15, 20131 min read
What Is A Good Investment Return? Are You Sure?
How to Determine What a Good Investment Return Really Is First, lets get clear on what your return is. You calculate this by comparing...
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Steve Martin
Sep 13, 20131 min read
4 Things Advisors Should Never Say to Clients
Writer Emily Guy Birken and advisor Rick Kahler consider 4 pieces of investment advice a financial advisor should never give In the world...
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Steve Martin
Jul 30, 20132 min read
Five MORE things that are more important than rate of return
The most common question I get as a financial planner is “What kind of rate of return can you get for me?” This question implies that the...
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Steve Martin
Jun 24, 20131 min read
What’s the Plan?
More planning goes into an average vacation, than for one’s life in retirement. Yes, that’s a pretty bold statement, however, it is...
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Steve Martin
Jun 24, 20131 min read
What’s the Plan?
More planning goes into an average vacation,, than for one’s life in retirement. Yes, that’s a pretty bold statement, however, it is...
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Steve Martin
Apr 27, 20131 min read
Sundown in America?
This is a great article from my friend and fellow ACA Financial Planner. It is worth spending a few minutes to read. April 16, 2013...
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Steve Martin
Apr 16, 20131 min read
Rules Of Dumb
Lynn Hopewell, one of the pioneers of the financial planning profession, once said, “Rules of thumb are for people who want to decide...
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