facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Books and Articles we believe are important

Pecan Toffee

...Pure sugar syrup heated to the hard-crack stage becomes a hard, translucent candy. In this recipe, the addition of butter produces an opaque candy with a silkier but still crunchy texture...

Read More
Eat That Frog - Recommended Book Thumbnail

Eat That Frog - Recommended Book

...The Need to be Selective – For this reason, and perhaps more than ever before, your ability to select your most important task at each moment, and then to get started on that task and to get it done both quickly and well, will probably have more of an impact on your success than any other quality of skill you can develop...

Read More

Why Paying Yourself 5% Interest On A 401(k) Loan Is A Bad Investment Deal

The end result is that while borrowing from a 401(k) plan may be an appealing option for those who need to borrow – where the effective borrowing cost is not the 401(k) loan interest rate but the “opportunity cost” or growth rate of the money inside the account – it’s still not an effective means to actually increase your returns, even if the 401(k) loan interest rate is higher than the returns of the investment account. Instead, for those who have “loan interest” to pay to themselves, the best strategy is simply to contribute the extra money to the 401(k) plan directly, where it can both be invested, and receive the 401(k) tax deduction (and potential employer matching!) on the contribution itself!

Read More

Chocolate Caramel Tart

...Sticky caramel and dark chocolate are a natural pair. We found using that darker, Dutch-process cocoa powder in this recipe makes for a more flavorful, cookie-like crust...

Read More

Should You Retire Before Your Spouse?

Retiring separately doesn’t mean giving up the dream of a happy forever after with each other. It may actually allow couples to ease into a new lifestyle a little more slowly, which can make the adjustment simpler, personally and financially.

Read More
Rework - Recommended Book Thumbnail

Rework - Recommended Book

...It doesn’t matter how much you plan, you’ll still get some stuff wrong anyway. Don’t make things worse by overanalyzing and delaying before you even get going. Long projects zap morale. The longer it takes to develop, the less likely it is to launch. Make the call, make progress, and get something out now – while you’ve got the motivation and momentum to do so...

Read More
The Difference Between Amateurs and Professionals Thumbnail

The Difference Between Amateurs and Professionals

Why is it that some people seem to be hugely successful and do so much, while the vast majority of us struggle to tread water? The answer is complicated and likely multifaceted. One aspect is mindset—specifically, the difference between amateurs and professionals. Most of us are just amateurs. What’s the difference?

Read More