Tricks or Treats?

Tricks or treats, which do you choose? These themes have many applications in life, business, relationships, and money.   Tricks: Failing to have a planLeverageMistaking noise for adviceSeeking complexity when simplicity worksOver/under confidenceThinking it’s...

Apples

Our family has a tradition of going apple picking each October. It is a wonderful time to get outdoors, walk the orchard, and taste all the different varieties. The bushel we quickly fill is more than enough to eat, bake, and share with friends and neighbors. Apples,...

FAFSA

If you have a son or daughter who is a senior in high school, or was at some point, you likely completed the FAFSA form.  Free Application for Federal Student Aid, FAFSA for short, is now available to complete online.  This helps determine various forms of financial...

#100

Really cool feeling to be posting article #100 to our blog today!  We launched this medium last March as a way to communicate with our fans and future fans.  The premise then and now remains simple, let’s share what it takes to become a successful long-term investor. ...

Who gets what?

Did you know that you can assign recipient/s to most of your bank and investment accounts?  This may be accomplished by adding additional titling to the current account.  Why would you do that?  Often, it’s to ensure the right people, get the right stuff, at the right...