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What Gets Measured Gets Managed

Every January, my wife and I sit down and have a discussion about our financial goals for the new year. We don’t do resolutions, they don’t work for us. 896 more words


College Prep: Five Reasons to Study Up on 529 Plans

Millions of families striving to meet the mounting costs of college have flocked to 529 college savings plans.

For most investors, the plans’ main attractions are the potential for federal tax-deferred earnings growth and federal tax-free qualified withdrawals.1 The plans’ aggregate asset limits, which often exceed $200,000, also appeal to contributors concerned about the potential for a six-figure price tag on a four-year degree. 626 more words

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Smart Financial Activities Drive Results

“You miss 100 percent of the shots you never take.” -Wayne Gretzky

That quote by arguably the greatest hockey player of all time is a lesson for anyone with a significant goal in front of them.  483 more words

Financial Planning

Is 529 an Interesting Number?

  • 529 is a composite number.
  • Prime factorization: 529 = 23^2
  • The exponent in the prime factorization is 2. Adding one we get (2 + 1) = 3.
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May 2015 NetWorth

Another successful month in the Minion household! I am very pleased to keep raising the Networth bar. It’s telling me that I am doing something right each month, even though at times I am failing on keeping the family expenses underneath the monthly targets. 752 more words


Higher Education is Broke(n) and What I'm Doing About It

I can’t think of a sector more ripe for change than the American higher education system. Americans now owe a whopping $1.2 trillion in student loan debt! 1,791 more words


The Real vs. the Ideal (Sometimes Life Happens)

The latest issue of Investment News reminded me of an article I saw recently about Marco Rubio, a Senator seeking the Republican Presidential nomination. It seems that he cashed in a 401k to buy a refrigerator, an air conditioner, pay some college costs for his children and cover some campaign expenses. 201 more words

Financial Planning