I think this is my best video production yet (still not anywhere where I’d like to be but I am happy with it). Please watch and share comments and thoughts ok?
Anxiety and Depression Due to Financial Stress Can Be Overcome with a Little Strategy
I read this article from Squared Away Blog with it’s interesting implications on positive attitude and money success:
Here’s a little taste from the article:
That’s the gist of a handful of recent studies into a newly identified emotion known as financial anxiety. These early studies look at two things: 1) is financial anxiety real?; and 2) does it explain why people do things like avoiding money issues or going into debt to paper over their financial problems?
The evidence says yes to both questions.
How I would Approach a Client with High Financial Anxiety & Stress
I think what these researchers found out was the link in the anxiety leads to depression leads to inaction chain. Studies in positive thinking show that action must be taken, even when we don’t feel like it, to change our attitude. The attitude change doesn’t happen first.
Along similar lines, [Read more…]
[This was originally published on LinkedIn]
The following is meant to be educational and not specific advice. I assume my readers are big boys/girls and understand that, but in today’s climate I have to tell everyone again anyways – people might do something dumb and go hurt themselves! (like stick a fork in an electric socket or something – don’t do that!). Consult a qualified advisor before attempting tax strategies.
What if you could add $10-$20,000/yr to your Roth IRA – would you be interested? Are you tired of hearing that you don’t qualify for certain tax breaks because you “make too much money?”
Would you like more of your money completely shielded from The Tax Man – and protected in your Roth IRA?
If this sounds good to you, I have great news. In June of 2014, the IRS gave you a big green light.
How it Works: The Key Lies Inside Your 401k
Inside your 401k plan, there is a potential benefit that you may have missed. Something that could help you supersize your Roth IRA without those nasty taxable conversions: It’s the ability to roll over non-deductible contributionsseparately to your Roth IRA.
In the summer of 2014, the IRS issued Notice 2014-54 – in short they said that “after-tax contributions” to a qualified retirement plan can be rolled into a Roth IRA directly – and split from your “pre-tax” money.
What does this mean? [Read more…]
“We Are Entering a Period of Geopolitical Instability and Danger” – Ian Bremmer Speaks at Tufts University on Global Politics and Economics
As promised folks, here it is. These Tufts talks are excellent and as I get to them I will share them with you! It was also great sitting next to a fellow Tufts grad and current Fletcher School of Law & Diplomacy student Alex Taylor; who, previous to her time at Fletcher, was reporting for a news service in Lebanon. Great to meet you Alex!
Ian Bremmer at Tufts University on March 25, 2015 – a bit of an ad hoc talk:
I listened to an excellent talk by Ian Bremmer last week at Tufts. if you don’t know, he runs the Eurasia Group and is an expert on foreign affairs and international diplomacy. I recorded the talk and will try to get that up soon.
I thoroughly enjoyed the session and I recommend you listen when I upload it!
On a side note, was bummed to find that I could not record it using the SoundCloud app. Apparently they changed their mission sometime in the past and just play music by artists, but my iPhone app wouldn’t record. I used Evernote and will have to figure out how to get that audio file to a player!