If you want to understand a person’s behavior, look no further than at what they are incentivized to do. In fact, this is perhaps the only way to understand how, over the course of the last 5+ years, more than 5,300 Wells Fargo employees managed to open over 2 million unauthorized accounts
A client recently asked the question: Should I switch from my traditional bank savings to a high-yield savings account online?
Online savings accounts offer 10x higher interest rates than traditional brick and mortar banks. On the surface, it seems like an obvious improvement to switch to something paying 10x more interest.
“I can’t afford to pay for one.”
“My net worth isn’t high enough.”
“I don’t have any extra money to save.”
“I’ll do it next year.”
What if failures improved your chance of success? Everybody makes mistakes – this much is true. But are you failing forward after your mistakes? There’s a great book by John Maxwell called Failing Forward. Maxwell…
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Today we’re covering 7 financial planning tips for resident physicians transitioning into practice. By utilizing these tips early in your career, you’ll be setting yourself up for long term success. 1) Plan Your Financial Journey…
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Everybody knows the doctor’s role. They provide medical advice and services to patients. Patients pay doctors either directly or through insurance based upon the services provided. The drug rep plays a different role. They sell…
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But it’s SO easy to say YES! Yes, I’ll buy the new, big house. Sure, I’ll pay for my kid’s extra activities. Okay, I’ll also buy the new car. Fine, I’ll invest in your startup….
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Americans are financially stressed out. But very few are actually paying for financial help. Many of these people could benefit from hiring a quality fee-only financial planner. Think it’s not affordable? Think again. Basic financial…
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January is a great time to plan ahead for the year. How are you going to make 2016 your best year ever? Here are a few personal finance ideas to help you start thinking of…
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Creating wealth is easier said than done. Save before you spend. Pay in cash. Spend less than you earn. Pay your debts asap. While these are all good points, marking them off your financial goals…
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As if the Monday following a nice vacation isn’t enough of a bummer already, we came back from the Thanksgiving holiday to find that our website had been hacked. Fortunately, we work with a good…
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