Monthly Archives: April 2012

FRONTLINE: Money, Power and Wall Street

You saw the FRONTLINE last night on PBS, right? No?  Well, you missed a treat, then. “As Wall Street innovated, its revenues skyrocketed, and financial institutions of all stripes tied their fortunes to one another. FRONTLINE probes deeply into the … Continue reading

Posted in Current Events | Tagged ,

It’s Not Health Insurance!

There’s been a movement, lately, away from traditional health insurance and toward alternative payment arrangements.  Sometimes these newer systems end up being spoken about as if they are a replacement for health insurance.  Let’s look at a newer system that … Continue reading

Posted in Insurance | Tagged

Compare College Costs

Another user advance from the Consumer Financial Protection Bureau: the College Cost Comparison Tool!  I wish I would’ve had this when I was younger.  It’s in its beta version right now, but I could already compare schools. It’s a pretty … Continue reading

Posted in Credit, Current Events, Financial Planning | Tagged , ,

Book Club for “Women’s Worth”

Last night Conger Wealth Management hosted a book club at our office.  The book we read was “Women’s Worth” by Eleanor Blayney CFP®.  The discussion was fabulous, ranging from money attitudes and habits that are developed in youth to how … Continue reading

Posted in Financial Planning, News, Reading | Tagged , , ,

Statistically Speaking, We’re Not As Amazing As We Think We Are

“One of the painful things about our time is that those who feel certainty are stupid, and those with any imagination and understanding are filled with doubt and indecision.” -Bertrand Russell Friend of the firm and top financial planner, Gary Vawter, … Continue reading

Posted in Financial Planning, Handy Ideas, Investments | Tagged , , ,

What Happens To Your Pet After You Die?

Do you have the care of your beloved pet in your estate plan?  This Chicago resident did, but you may want to do things a little differently.  From “Though there was a will, Fifth Third found a way to save … Continue reading

Posted in Current Events, Estate | Tagged , ,

Saving In A 401(k) May Be “Cheaper” Than You Think

If you have a 401(k) at work,* you could be able to save money in your 401(k) while only reducing your paycheck by a fraction of your savings.  Most people mistakenly think that, if they have money taken out of … Continue reading

Posted in Income, Investments, Taxes | Tagged , ,

The One Paper I Never, Ever Throw Away…

You’ve read the headlines.  Over and over again, debt collectors are calling people who don’t owe them a penny and harassing innocent people into paying debts that aren’t owed.  An excellent example of this is documented in American Banker’s exposé … Continue reading

Posted in Credit, Current Events, Documents | Tagged , , , ,

Fantasy-Based Financial Planning – Part Two

This is part two of yesterday’s “Seriously?” moment is brought to you by MarketWatch via Yahoo! Finance, in an article entitled “10 Secrets to Being a Millionaire and Enjoying It” by Paul B. Farrell.  You can read part one here.  … Continue reading

Posted in Current Events, Financial Planning | Tagged , , , ,

Fantasy-Based Financial Planning – Part One

Buttercup: You mock my pain. Man in Black: Life is pain, Highness. Anyone who says differently is selling something. – The Princess Bride (1987)* Oh, Yahoo! Finance, your articles are so helpful to my blogging.  It’s like shooting silly fish … Continue reading

Posted in Current Events, Financial Planning | Tagged , , , ,

Caught in Catch-22

From via Yahoo! Finance, “I Have Jobs, but No One Wants Them” by Kitt Walsh:* Many fail our background checks Owner: Jim Angleton Company: AEGIS FinServe Corp. Location: Miami Annual revenue: $1.9 million Aegis provides U.S. government agencies with … Continue reading

Posted in Credit, Current Events | Tagged , , , , , , ,

Blast From The Past: Investment Advice From The Early 1900’s

Do you ever wonder about what people thought about financial planning before the industry of financial planning was created?  Well, I have a treat for you.  Here are two blasts from the past, courtesy of Project Gutenberg.* First we have … Continue reading

Posted in Intermission, Investments | Tagged , , , , ,