Tag Archives: Money Management

Civics 106 – Economic Advice for the U.S. government from former Clinton Secretary of the Treasury

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Robert Rubin, President Clinton’s Secretary of the Treasury had a great op-ed piece in the Wall Street Journal yesterday.  He said there’s five basic risks facing the U.S. if we fail to get our fiscal house in order.  They are … Continue reading

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Romney’s tax returns and financial literacy – Take 2 – Capital

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In a previous post I used Mitt Romney’s 2010 tax return to draw your attention to how different tax rates apply to different income types, specifically capital and earned income. In this post I want to focus on capital itself … Continue reading

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Civics 104 – What Would You Do?

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Last night I had dinner with an old and dear friend.  As happens between us we got to talking about the upcoming U.S. presidential election and the state of the union.  As usual we had different ideas about what to … Continue reading

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What Romney’s tax returns can teach us about financial literacy

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Presidential hopeful Mitt Romney last week released summary information about his 2010 tax return. From my perspective, its a great jumping off point to explicate several financial literacy basics.  In this post I’ll deal with tax and in the next … Continue reading

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Want world class money habits – it’s all in the silos (buckets) !

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A couple of weeks ago the Wall Street Journal’s Carolyn Geer ran a great piece in its personal finance section on IDEO, a global design consultancy known for solving puzzles. Their mission was how to design a way to boost … Continue reading

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The Euro Crisis – The Movie – From the WSJ

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This video is a must see.  Check it out here.

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Financial Planning Nitty Gritty

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You Can! Get your financial plan rolling with a little help from the FinancialPartner® Guidebook & Forms Set by Noverus publishing. In this digital age where everything’s on-line it’s really comforting to have this 180 page big print landscape oriented … Continue reading

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