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May 15, 2015

Here's an example of a mutual fund flexing its proxy voting power. 


Fund managers need to flex voting muscles to force boards to appoint more women

Mutual fund manager BlackRock Inc. has reportedly revised its proxy voting guidelines and may for the first time...

May 10, 2015

Financial strategy is

  • Plotting the best choices for supporting the life you want

  • Learning how to manipulate savings accounts, investment accounts, and debt so that it serves you best.

  • Working towards creating the world you'd like to see.

Financial stra...

May 9, 2015

My completely biased opinion about why fee-only planning                                should be the first stop for everyone. 

There are three ways that financial advisors get paid, typical...

May 3, 2015

Not sure what the next steps are? Here they are. 

1) Get it into your name.

If it’s any kind of IRA (Roth IRA, Traditional IRA, Rollover IRA, SEP-IRA, etc.)  you’ll often have to open an account at the company where it’s currently held. Then you’ll need a death certifica...

May 3, 2015

Socially Responsible Investing (SRI)  is the style of investing that is mindful of the impact of its investments on the earth and on society. 

The idea is that every dollar you spend or invest influences the world.  In what direction would we like to...

May 3, 2015

Free annual credit report at www.annualcreditreport.com

If you ever aren't sure that a page is the REAL free credit report, and want to make sure you aren't on a scammy page, get to it via a .gov website.

A lot of site say free but you’re actually signing up for some pro...

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How to start a retirement account: IRA accounts

October 9, 2015

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