I wish I knew how to coherently describe the process of fixing your bad habits. This may be snarky, but if you spend too much, you must quit doing that.
How Can I Improve My Financial Habits?
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Financial Plan
Interval Workouts Enhance Portfolio Risk
Lots of marathoners never do any kind of speed work, simply building their mileage. They just want to get to the finish line.
Life After Valero Your Thrift Savings Plan AKA 401k
In this video we share with you the details of what’s going to happen specifically with your Valero Energy Corporation Thrift Plan…
Can’t cheat the marathon
“The marathon won’t be cheated.” That’s what I’ve told aspiring runners for years. And in the 2019 Boston Marathon, I proved the point…
Seek Coaching When Exceptional Outcomes Matter
Training for a marathon, like funding a Retirement Plan, is about both quantity and quality.
Debt Weighs on You
The simple formula for getting wealthier is to spend less than earned and invest prudently.
How do I improve my credit score?
Credit scores attempt to indicate how a consumer uses credit. More importantly, they suggest the likelihood that money loaned will get repaid according to the terms agreed upon when borrowed.
Controlling Your IRA Beneficiaries
It has been fifteen years since Rob and Gina were first subject to the Required Minimum Distribution (RMD). They both turned 85 this year, and as with so many events in their lives.
How to avoid a 50% penalty tax on your Required Minimum Distribution – Part 1
Rob married his high school sweetheart Gina just after he safely returned from the Vietnam War. Together they raised a family and built a successful furniture business.
Lessons from the Game of Risk
To accomplish any goal in life, especially financial goals, there needs to be some concentrated effort to get started, moving in the right direction.