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Steve Martin
May 3, 20151 min read
Creative Ways to Save Money
Paying down debts and saving money for the future have always been a struggle for many. There are many guides and articles all over the...
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Steve Martin
May 3, 20151 min read
Five tax-efficient strategies for 2015
Five tax-efficient strategies for 2015 Bill Cass, February 4, 2015 With tax reform proposals from the White House and the new Congress...
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Steve Martin
May 3, 20151 min read
Why Paying for Financial Advice Makes Sense |
If you are lucky to earn more money than you need each month, there was probably a time when you could have used some advice about how...
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Steve Martin
May 3, 20151 min read
7 Habits of Chronically Unhappy People |
I often teach about happiness and what has become exceedingly clear is this: There are seven qualities chronically unhappy people have...
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Steve Martin
May 3, 20151 min read
Estate Tax Repeal: Has Hillary Become the Estate Planner’s Best Friend? |
While nobody seriously expects the Republican-controlled House of Representatives to eliminate the federal inheritance tax in the next 18...
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Steve Martin
May 3, 20152 min read
How To Raise Children To Be The Opposite Of Spoiled – Using Money To Teach Values
No parent wants to knowingly raise a spoiled child. Yet in a world where money is a taboo subject, there is remarkably little guidance...
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Steve Martin
May 3, 20151 min read
Retirement aims top legacy objectives among the affluent | LifeHealthPro
Which of the following financial goals do high-net-worth investors rank as their top priority? 1) Saving for retirement 2) Leaving a...
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Steve Martin
May 3, 20151 min read
Standing Up to Financial Bullies – Forbes
Bullies don’t just torment their victims at school or on Facebook. And they don’t just pick on children—adults can be subject to various...
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Steve Martin
May 3, 20151 min read
It’s Not About The Goal: How Financial Planning Has It All Wrong | Michael F Kay
Alice and John said that their goal was to travel in retirement. They laid out detailed trips to exotic locations, opportunities to...
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Steve Martin
May 3, 20151 min read
5 Fun Money Boosts That Grow Your Savings
Earning extra money is my go-to method for boosting any savings goal. Saving dough is one way to boost your nest egg, but earning extra...
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Steve Martin
May 3, 20151 min read
The Psychology of Vacation Overspending: How to Rein it in This Summer – The Joy of Financial
It happens every summer. You book a vacation at some pricey locale—depending on your circumstances, “pricey” could mean Europe, Disney...
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Steve Martin
May 3, 20151 min read
The joy of financial security
We’ve all heard that money can’t buy happiness, so while money in itself might prove fairly worthless in this endeavor, financial...
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Steve Martin
May 3, 20152 min read
To Maximize the Value of IRAs, Take Action When Client Is 69
Almost any IRA owner will tell you that the year in which he or she turns 70 ½ is the most critical year of the IRA lifecycle—the...
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Steve Martin
May 3, 20151 min read
The Pharrell Williams of Advisors?
Donna Skeels Cygan wants advisors and their clients to broaden the scope of their investment objectives to include living richly rather...
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Steve Martin
May 3, 20152 min read
Five Ways to Set Yourself Up for a Secure Retirement
There are some ideas in this article that you should be paying attention to. Steve ========================================== About...
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Steve Martin
May 3, 20151 min read
My illustrated top 10 tips for success (Richard Branson)
I love these ideas!! Steve ==================================== Like many people, I learn better through experience than theory. Also, if...
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Steve Martin
May 3, 20151 min read
How to gird yourself for the next stock market correction
The stock market appears headed for one of those points again when investors lose money, and a lot of it. Sure, the day-to-day moves of...
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Steve Martin
May 3, 20151 min read
Most People in the World Have No Idea How to Manage Their Money
Do you understand money? Let’s see how well you do with the following questions. 1. Suppose you had $100 in a savings account and the...
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Steve Martin
May 3, 20151 min read
Ten Things the Best Speakers NEVER Say
While it’s really hard to immediately win over a crowd, as a speaker it’s really easy to lose the room within the first minutes of your...
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Steve Martin
May 3, 20151 min read
How a Financial Advisor Warning Label Could Protect You | Jack Waymire | LinkedIn
Your physical health is more important than your financial health. However, financial health is a close second. Financially secure people...
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