Where to Start Investing: Asset Location for Gen Y

December 4, 2009

When I started investing, I never thought about where to start.  I was more concerned about what to invest in. Where, also known as asset location, was an afterthought. It turns out my approach was doomed for failure. Even though I qualified for tax savings accounts like a Roth IRA and eventually a 401K, I [...]

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Roth IRA Contribution Limits for 2009 and 2010

December 2, 2009

December is a great time to review the Roth IRA contribution limits for the current and upcoming year. Why? As a member of Gen Y, there are only so many years you will be allowed to contribute to a Roth IRA. Unfortunately, there are income limits which restrict the ability to contribute to an IRA. [...]

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How To Save Money This Holiday Season

November 30, 2009

Over the Holidays, there are many chances  to save money. Here are nine sites I will use to save money this Holiday season. Slickdeals – My  favorite deal site. The front page of slickdeals is a compilation of the best deals of the day. Fat Wallet – Before making any purchase, I go to Fat [...]

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A Proactive Project for Black Wednesday

November 25, 2009

It’s the day before Thanksgiving in the U.S. There is a good chance work is filled with excessive web surfing, Twitter, talking to co-workers etc… In other words, a whole lot of nothing until the clock turns 5. Instead I propose you do something a little more productive this afternoon. I promise you will be [...]

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Taking the CFP® Examination and Thoughts On Obtaining Professional Certifications

November 24, 2009

For over 12 months, I have been preparing to take the certified financial planner or CFP® examination. Passing the CFP® exam, doesn’t expand the financial products I’m able to sell like passing a securities test. Rather, becoming a certified financial planner demonstrates to the public that I’m committed to establishing myself as an expert. Why [...]

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