Tony Robbins’ describes ideal investor behaviors in “Money Master the Game” that can maximize your investment performance. The book’s first half centers on the tasks and new habits you should follow to achieve financial freedom. New habits like setting up automatic savings and eliminating unnecessary expenses. The second half of the book relays the investment […]
Tony Robbins’ updated “Money Master the Game“is a passionate call to get your finances in order. He says his approach is to relay the secrets of “what the most successful investors in history believe and practice.” He relies on an all-star cast of Warren Buffet, Ray Dalio, Paul Tudor Jones, David Swensen, and John Bogle. […]
The Federal Employees’ Group Life Insurance Program (FEGLI) is having a rare Open Season the month of September. This is the first FEGLI Open Season since 2004. If you are a Federal employee eligible for FEGLI, you can increase your coverage without medical underwriting. The lack of medical underwriting means you won’t have a medical […]
Recent research has shed light on how you can use your mind and body to control spending. You have to act to achieve a goal. You can’t just think about doing something. It’s the action that actually empowers you. Many folks set financial goals to control their spending. If you are one of them, try these […]
I wrote recently to DC Mayor Muriel Bowers asking her to reform the DC 529 Plan (DC Plan). The DC 529 College Savings Plan contains high-cost investment choices, big commissions that can unknowingly harm consumers, and unnecessary participation fees. Earnings in a 529 account are tax-free if they are used for qualified education expenses such as […]
I’ve been thinking about a newborns recently and the need for a new baby financial checklist. These ruminations couldn’t be more timely. According to the Centers for Disease Control and Prevention, July and August have more births than other months. Cold winter months must lend themselves to romance! If you’ve recently become a parent (or a […]
A recent NYT article provided a quick and easy way to determine whether you need a financial planner. The article pointed out that since 2009, most folks believe their financial acumen has increased. But according to this quiz, which has been administered consistently for several years, overall financial acumen has decreased. Talk about mismatched realities! The majority of […]
Competition on mutual fund fees has broken out! Fidelity Investments lowered its index fund fees below those of low-cost leader Vanguard. As a former antitrust attorney, I LOVE the fact that these companies are competing on something that actually matters to investors. And by naming names in its advertisements, Fidelity’s move is a direct attack […]
Below is the text of a letter I sent to Washington, DC Mayor Muriel Bowser to reform the DC College Savings Plan to better serve the interest of DC families and college students. On August 1st, the DC CFO responded!! Dear Mayor Bowser: Your Administration would do college students and families saving for college a […]
2017 Medicare Part B premiums are projected to increase by almost $30/month to $149/month for about 30% of Medicare enrollees. Medicare will not finalize this increase until the fall. . The 2017 Medicare Part B premium is expected to stay roughly the same at $121.80/month for the vast majority of enrollees who receive Social Security […]
