5 Steps to Retiring

Thinking about Retiring? 5 Steps to Get Started

https://www.youtube.com/watch?v=jZTZ8ArcSb8 So you're thinking about retiring. That's a big decision. There is a good chance you'll be retired for as long as you worked. Think about that – 20 to 30 years - that's a long time to be without…
5 Ways to Dominate taxes

5 Ways to Dominate Your Taxes Next Year

https://www.youtube.com/watch?v=RHPSQ-S1V1g Happy Birthday US Federal Income Tax! It was 1913 when Americans were first subject to a 7% Income Tax. Today, 100 years later, we are dealing with an enormously complicated and increasingly controversial…
Investments with Uncommon Tax Benefits

2 Common Investments with Uncommon Tax Benefits

https://www.youtube.com/watch?v=WUaDmiRlMIE A common question we receive at Prosperion is “where all the tax-advantaged investments?” Last week John Booren covered two simple ways to reduce taxes on income, but certain types of investments…
Two Ways to Reduce Taxes

2 Easy Ways to Reduce Your Taxes

https://www.youtube.com/watch?v=-uJsD8RMoEA In preparation for this week’s Prosper On commentary, I Googled “How to reduce taxes.” The result: nearly 45 million pages. I didn’t have a chance to go through all the results, but those…
Reducing Tax Stress

7 Simple Steps to Reduce your Tax Stress

https://www.youtube.com/watch?v=qZ_Id0qnFiQ Our new Constitution is now established, and has an appearance that promises permanency: but in this world nothing can be said to be certain, except death and taxes,” wrote Benjamin Franklin in…
Control Your Finances

How to Control Your Finances When the Sky is Falling

https://www.youtube.com/watch?v=JcHxWIjJsFc As the Dow reaches another all time high it seems like a good time to reflect on the past 12 years. Think about it: five years ago we thought the world was going to end. Today, we have recovered from…
3 Reasons to Have a Financial Advisor
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3 Reasons Why Everyone Should Have a Financial Advisor

https://www.youtube.com/watch?v=QNq2E03joTg Money is often a stressful issue for most people. It’s complicated, confusing, emotional and most of all – important. There is no way to simply put personal finance on the backburner and let it…
Starbucks In Vietnam
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Starbucks in Vietnam – Why Perspective Matters

https://www.youtube.com/watch?v=o1b9wBlOlkY I’m a big believer in perspective. I believe the right perspective influences how we interpret the world and is key to seeing all the opportunity around us. These past few weeks we’ve been…
5 Good Ways to Simplify Finances

5 Good Ways to Simplify your Finances

https://www.youtube.com/watch?v=evfomErowSA Life is complicated. From the daily onslaught of media to the complexities of our calendars or even the incomprehensible instructions of how to get my smart phone to quit buzzing and beeping when…
Make the Media Work for You

Make the Media Work for You

https://www.youtube.com/watch?v=c9XPPVFpkm8 “News is to the mind what sugar is to the body.” – Rolf Dobelli We live in a world of news and media. We are constantly bombarded by headlines, articles, stories and breaking news updates.…
Make the Media Work for You
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Beat the Fear of Investing at Record Highs

For the next six weeks our advisors will explore different aspects of investor behavior and the effect it can have on a portfolio. First, I want to concentrate on investment time frames, and how a timeline might be the best guard against irrational…
Make the Media Work for You
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Debt Ceiling 101

Here we go again! We just avoided the fiscal cliff and now we’re headed for the debt ceiling. Misinformation and half-truths are the headlines of the day as the political rhetoric rises. So in this Prosper On I want to set the record straight.
Make the Media Work for You
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Prosper On: 2012 Wrap Up

https://www.youtube.com/watch?v=mKp9VPolgsE Rather than provide the standard yearly wrap up, I thought it would be best to address the two most frequent questions I’ve been receiving. First, what was surprising about 2012? Second, what’s…
Make the Media Work for You
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Get Fiscally Fit for 2013: Part 2

Last week my partner Greg Horstman listed ten areas to review before 2012 comes to a close. This week, let’s turn our focus to 2013 and explore some habits worth adopting for the New Year.
Make the Media Work for You
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Get Fiscally Fit: Year-End Checklist Part 1

https://www.youtube.com/watch?v=8EBgOzN5bzE It’s that time of year again – time to count our blessings, spend time with our families and commit to hopping on the treadmill. But as you wrap up 2012, consider getting fiscally fit too! We…